macro

Nvidia Shares Fall Again as Markets Weigh Fallout From Huang's Removal

Nvidia shares slipped back into negative territory as uncertainty over Jensen Huang's ouster lingers. Investors next week will watch the company's earnings and Anthropic's IPO.

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what happened

According to The Wall Street Journal, Nvidia shares gave up early gains and turned negative again, while technology stocks broadly slid. Investors are bracing for further fallout from the crisis tied to Jensen Huang's departure, including in Washington. Chip and data-center stocks are selling off.

Two major tests lie ahead for the AI trade next week. Nvidia reports earnings on Tuesday, when finance chief and interim chief executive Colette Kress faces questions about the financing deals Huang arranged. Anthropic, one of the largest buyers of Nvidia chips, is expected to go public on Thursday. Microsoft shares are also slipping as the company works to fix an outage affecting Teams and Outlook. US stocks are mostly lower, Asian tech indexes closed down, and European equities are mixed.

why it matters

Oil and bonds are also in focus: the IEA expects the oil market to return to a surplus in the fourth quarter, while US Treasury yields rose on expectations of further Federal Reserve rate hikes. Investors should expect markets to stay sensitive to rate decisions and to news around the AI sector.

market impact

Nvidia and tech sector: leadership uncertainty is weighing on shares

  • Nvidia shares pressure down — uncertainty over leadership and expected further fallout from the crisis
  • US technology sector pressure down — selloff in chip and data-center stocks

tags

instruments

Nvidia ↗NasdaqMicrosoftAnthropic IPOUS TreasuriesBrent

on polymarket

sources

  1. Nvidia Shares Drop Again as Investors Eye Fallout From Huang's Removal — WSJ, 13 November 2026 at 15:05 UTC
  2. Nvidia Shares Slide Again as Investors Eye Fallout From Huang's Removal — WSJ, 13 November 2026 at 17:14 UTC

prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.

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