Schwab Network on $NVDA (Nov 9, 2026)

even though the semiconductor sector is up, its biggest contributor is currently down. Um, you know, but the news about Nvidia and Jensen Huang is pretty fitting for 2026. This is another new challenge for investors and retail traders, and for Wall Street.

And we see that there are a lot of concerns about Nvidia. Although they have bounced back from their lowest levels , they are still well down in a very bullish market.

Look, this is a moment to make a decision based on the situation. There is certainly a case for Jensen Huang to remain at the helm, but there is also a strong possibility that he will step down.

And we don't know what kind of reaction or impact this might have on the industry.

This indicates the need for us to pay more attention to names like Amazon, Microsoft, and Google.

Elon has talked about SpaceX being a potential competitor to Nvidia , and Cerebrus is also considered a competitor to Nvidia.

The circumstances surrounding this story are truly incredible. Honestly, these things are hard to even imagine. And now many are trying to predict what is going to happen. I believe that if peace returns to the Middle East, it will be very positive for the market.

And I think if Jensen Huang were to step down , it could be disastrous in the short term for AI development.

But clearly the situation is not good and the news is not very promising. Many investors are withdrawing their capital. We'll see how Nvidia shares fare next week , but it doesn't look like it'll be easy.

In my opinion, the situation will remain very unstable, to say the least.

Yes, there are a lot of questions that need to be answered right now , but it's an interesting pre-lunch before Nvidia's important report next week.