TREE NEWS reports: Nvidia fell about 7% in U.S. premarket trading, with reports that CEO Jensen Huang faces a new extramarital affair allegation and the board is preparing to remove him. CoreWeave dropped about 7% after reports it plans to sell investment-grade loans to raise at least $4 billion. Memory chip stocks also fell, with SK Hynix, SanDisk and Micron each down about 4%, while optical names Coherent, Credo, Lumentum and Marvell each lost about 4%.
Nvidia falls ~7% premarket; CoreWeave drops ~7% on $4B loan sale plan
AI take
The Nvidia move is a governance shock rather than a demand signal: a reported board move against a sitting CEO injects leadership uncertainty into the single name that anchors AI-related equity exposure, which explains why memory and optical suppliers fell in sympathy even without company-specific news. CoreWeave's separate decline looks like a financing-structure story, since a planned investment-grade loan sale shifts attention to how AI infrastructure buildouts are funded rather than whether they are needed. The open question is whether the two narratives stay distinct, or whether leadership risk at Nvidia gets read as a broader AI-capex signal.
Generated by AI for reference only.
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