Dan Ives says Jensen Huang is core DNA of Nvidia; spy affair could send stock 30% lower without him

Dan Ives says Jensen Huang is the core DNA of Nvidia and that its AI success and ambitions are heavily tied to him staying on as CEO. He expects Nvidia stock to fall as investors weigh an affair between Huang and an alleged Chinese spy, and says the stock could drop 30% without him; he maintains an Outperform rating with a $300 price target.

Detected & updated continuously · Source: Nebula