‘A dark day for Nvidia’: Here’s what analysts are saying as markets brace for news on Huang's fate

Nvidia’s board convened Wednesday evening after reports surfaced that CEO Jensen Huang had an affair with an employee, rattling investors in one of the market’s most valuable companies. The gathering followed a session analysts described as “a dark day for Nvidia,” with the stock’s reaction and the board’s eventual statement now the central focus. The episode matters because Huang has been the public face of Nvidia’s AI-driven rise, so any leadership uncertainty lands directly on a stock that carries outsized weight in major indexes. Analysts are split on whether the board will back Huang or move toward succession planning, and the next signal will be any official statement on his fate.