New York Post
13 Nov 2026, 19:50 UTC · 48m ago
Nvidia approached Arm CEO Rene Haas to succeed Jensen Huang: report
Impact · against what's priced in
Nvidia faces a valuation risk as the loss of Jensen Huang's hands-on leadership threatens the technical and geopolitical execution the market expects. For Arm, the potential departure of Rene Haas introduces leadership instability that could jeopardize the high-growth data center trajectory the stock is currently struggling to justify.
- NVDA−0.50
Challenges what's priced in
- The price assumes
Sustained free-cash-flow margins near 44.8%
The departure of a 'chief conductor' who personally steered engineering roadmaps and China export negotiations threatens the operational efficiency and strategic execution required to maintain exceptional margins.
What NVDA's price assumes · Sep 1
