# Dan Ives values Nvidia at $300 a share with Jensen Huang, $225 without him

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5 outlets covering · First listed: Crypto Briefing, Nov 11, 2026, 7:16 PM · Read it: <https://cryptobriefing.com/dan-ives-nvidia-300-jensen-huang/>

Nvidia's valuation heavily depends on its CEO, highlighting the significant impact of leadership stability on investor confidence and market perception.

AI summary (may contain mistakes): The New York Times reported that Nvidia’s board is weighing Jensen Huang’s future after he admitted to an affair with a woman U.S. intelligence says was spying for China; Forbes reported the board met to discuss removing him after revelations about two extramarital affairs. Nvidia shares fell in pre-market trading and Nvidia perpetual futures dropped as traders reacted to the leadership reports, according to Crypto Briefing and CoinDesk.

## Who's covering it

In the order they published:

- Nov 11, 2026, 3:21 AM: [Taiwan's chip show will go on — with or without Jensen Huang](<https://www.businessinsider.com/jensen-huang-scandal-nvidia-tsmc-taiwan-semiconductor-2026-11>) — Business Insider (Digital news, United States)
  Tech analysts say TSMC's grip on the AI industry's hunger for semiconductors should keep its business going, no matter who helms Nvidia.
- Nov 11, 2026, 4:31 PM: [Nvidia is preparing to oust Jensen Huang](<https://www.wsj.com/business/nvidia-is-preparing-to-oust-nvidia-ceo-jensen-huang-30f421ad>) — Hacker News (Aggregator, United States)
- Nov 11, 2026, 7:16 PM: [Dan Ives values Nvidia at $300 a share with Jensen Huang, $225 without him](<https://cryptobriefing.com/dan-ives-nvidia-300-jensen-huang/>) — Crypto Briefing (Specialist)
  Nvidia's valuation heavily depends on its CEO, highlighting the significant impact of leadership stability on investor confidence and market perception.
- Nov 11, 2026, 9:55 PM: [What to Know About Nvidia’s Investigation of CEO Jensen Huang](<https://www.nytimes.com/article/nvidia-investigation-jensen-huang.html>) — New York Times (Newspaper, United States)
  Nvidia’s board is weighing the future of Jensen Huang, the company’s chief executive, admitted to an affair with a woman who U.S. intelligence says was spying for China.
- Nov 12, 2026, 1:54 AM: [Who could run Nvidia after Jensen Huang?](<https://www.ft.com/content/e47f7d4a-88d7-41e4-8c77-8ea8e0769353?syn-25a6b1a6=1>) — Financial Times (Newspaper, United Kingdom)
  Chip giant co-founder’s future as chief executive is uncertain following report of a second affair