CNBC International TV
09 Nov 2026, 10:41 UTC · 3h ago
Ives: Talking about replacing Jensen Huang is comedy
Impact · against what's priced in
The reports regarding Jensen Huang's alleged affair with a Chinese spy introduce significant regulatory and security risk that could jeopardize future shipments. While analysts argue for leadership stability, the potential for US government restrictions challenges the reliability of the high-growth revenue guides the market currently accepts.
- NVDA−0.30
Challenges what's priced in
- The price assumes
near-term 70% fiscal 2028 growth guide
Allegations involving a Chinese spy create a risk of security clearance reviews or government restrictions that could disrupt the shipments necessary to hit the 70% growth guide the market already assumes.
What NVDA's price assumes · Sep 1
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