Jensen Huang's net worth dropped $21 billion in AI rout—Nvidia's recovery will be 'capped' after he admits affair | Fortune

Nvidia CEO Jensen Huang’s net worth fell by $21 billion during a broader AI-sector selloff, Fortune reported on November 9, 2026, after he acknowledged an affair with a woman described as an alleged Chinese spy. The disclosure compounds pressure on Nvidia shares, which have been at the center of the AI trade, and analysts cited by Fortune expect the stock’s recovery to be “capped” as investors weigh governance and geopolitical risk alongside earnings. The affair admission adds a reputational overhang just as Nvidia seeks to reassure markets about demand for its AI chips. Investors will watch Nvidia’s next earnings report and any regulatory scrutiny tied to the disclosure for signals on whether the stock can regain its momentum.