$NVDA dumped 4.5% after-hours after NYT dropped another bomb on Jensen Huang—this time alleging an affair with Kimberly Powell, Nvidia's VP of healthcare. Both married. Multiple ex-employees confirmed they were seen getting cozy at a San Jose hotel during GTC in March. Someone even filmed it.
This comes while the board is already investigating Jensen's ties to Alice Huang, a Chinese exec flagged by US intel as a suspected spy. China denies it, but House Republicans want a private briefing with Jensen. Board hired top-tier lawyers to dig into this mess.
Polymarket odds of Jensen resigning or getting removed by end of 2026 just jumped from 16% to 31%. Market is pricing in real risk now.
Nvidia's code of conduct bans conflicts of interest from personal relationships. Company won't comment. Powell ghosted NYT. Jensen hung up when asked about her.
Board still backing Jensen publicly, saying no national security breach. But the pressure is mounting. If this spirals, $NVDA could see serious volatility beyond just AI hype cycles.
This comes while the board is already investigating Jensen's ties to Alice Huang, a Chinese exec flagged by US intel as a suspected spy. China denies it, but House Republicans want a private briefing with Jensen. Board hired top-tier lawyers to dig into this mess.
Polymarket odds of Jensen resigning or getting removed by end of 2026 just jumped from 16% to 31%. Market is pricing in real risk now.
Nvidia's code of conduct bans conflicts of interest from personal relationships. Company won't comment. Powell ghosted NYT. Jensen hung up when asked about her.
Board still backing Jensen publicly, saying no national security breach. But the pressure is mounting. If this spirals, $NVDA could see serious volatility beyond just AI hype cycles.