Nvidia stock would fall 30% if Jensen Huang left, analyst says

Dan Ives, a prominent tech analyst, said Tuesday that Nvidia's stock would drop 25% to 30% if CEO Jensen Huang departed, citing his irreplaceable role and "key-man risk" amid a scandal involving an affair with a suspected Chinese spy. Huang's potential exit would cut Nvidia's share price to around $122, Ives noted, as the CEO is the "core DNA" of the company's AI success with no clear succession plan. The stock has already fallen 25% from its early October peak, down 8% year-to-date. The scandal, involving Huang's relationship with Alice Huang, an executive at Singaporean firm Megaspeed with ties to Chinese tech companies, raises national security concerns. Nvidia, recently overtaken by Apple as the world's most valuable company, remains a pillar of the AI-led bull market.