Nvidia CEO Crisis Deepens as Board Weighs Jensen Huang Future

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 -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts