Nvidia's value could drop 25% if CEO Jensen Huang leaves, says Yorkville Ives

Nvidia could lose a quarter of its market value if CEO Jensen Huang departs, according to brokerage Yorkville Ives, amid reports of personal misconduct and potential board action. Analysts value the stock at $300 per share with Huang, versus $225 without him. Reports from The New York Times and The Wall Street Journal allege a relationship with a vice president and possible board moves to oust Huang, who also admitted to an affair over the weekend. Analysts call the next 48 hours potentially volatile, citing his irreplaceable role in strategy. Yorkville Ives notes Nvidia's dominant AI-chip position and GPU technology would remain intact despite leadership turmoil, allowing the company to weather the crisis. Uncertainty over succession and governance could pressure the stock short-term.