Bloomberg has learned Nvidia’s board has been working with an outside firm to identify potential replacements for CEO Jensen Huang following reports of multiple extramarital affairs, including one with a woman who is reportedly suspected of spying for China.
Nvidia shares fall as much as 8% in premarket trading. Wall Street sentiment toward Nvidia is starting to crack. At least three analysts have downgraded their ratings on the stock since Huang admitted over the weekend that he had an extramarital affair.
A rebound in technology stocks came to a halt as traders confronted a leadership crisis at Nvidia that threatens a wider fallout across the global artificial intelligence supply chain.Today’s guests: Laurel Rapp, Chatham House US & North America Program Director; Charles Lichfield, Atlantic Council Director of Economic Foresight & Analysis; Alex Brazier, BlackRock Global Head of Investment & Portfolio Solutions; Helen McEntee, Irish Foreign Minister.
“The Pulse With Francine Lacqua” is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Chapters:
00:00:00 – Bloomberg The Pulse 11/12/2026
00:00:24 – Nvidia Board Meets on Huang’s Fate
00:04:38 – Nvidia Fallout Tests US-China Trade Truce
00:08:43 – Midterm Blue Wave Seen as Rebuke of Trump, Datacenter Buildout
00:15:49 – Strong Growth Adds to BOE Rate Pressures
00:20:05 – Rising AI Concentration Calles for Selectivity: Brazier
00:24:03 – Corporate Governance in the Spotlight with McKinsey’s Bob Sternfels
00:34:33 – Huang on ‘The Circuit with Emily Chang’
00:35:19 – Who Could Replace Huang?
00:40:31 – Ireland Foreign Minister Helen McEntee
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