Schwab Network on $NVDA (Nov 9, 2026)

what's happening with Nvidia, which is suffering heavy losses this morning. It seems the market is telling us that today's story is about Nvidia. If you look at the rest of the chip sector's trading.

Yes, we see stocks down about 4.6%, but they have actually recovered from their lows . On Sunday, we saw Nvidia's board of directors open an independent investigation following reports that Jensen Huang was the target of foreign intelligence efforts , so to speak, particularly with regard to China.

Now, Jensen has already emailed employees and admitted that he had a relationship with this executive of a company that was clearly working with Nvidia. But again, this was something that was discussed behind the scenes.

It now appears that Jensen is bringing the issue to the forefront and somewhat changing some of the narratives from what he said previously. Now, we see the stocks falling. I think you see that the risks of a leadership personality are what are priced in here in terms of volatility.

Obviously, there will probably be a lot of investigations, not just on the private front by the board themselves , but also when you look at the government , there will probably be some investigations to make sure that Jensen did not leak any secrets that could harm national security here in the United States .

But it has declined nonetheless, and this could remain a cloud over the stock for months, if not years.

But ultimately, the product offering itself hasn't changed, and I think the market is taking into account the fact that there are other opportunities. Selling in Nvidia shares appears to be one of the trends today,

it seems that in your opinion, with some of this rotation, it's probably Nvidia's for the time being, taking into account the risks of the main characters. I mean, there are opinions suggesting that this is an embarrassing moment for Jensen, and you know that this could lead to pressure on the stock.

You say maybe weeks, months, or even years, but the big question is: What will happen to Jensen Huang now? I mean, were there other companies involved? How many chips are allegedly being smuggled or sent to China to circumvent some of these export restrictions?