Nvidia shares fall nearly 6% in overnight trading after Jensen Huang admits affair, apologizes

This is a governance and key-person risk story, not a product or earnings one — the market reaction is to a personal disclosure from the executive most identified with the company, and the absence of further detail leaves the scope of any fallout undefined. The read-across matters most for holders of Nvidia and for the wider AI-linked complex, where sentiment has been tightly coupled to a handful of names. Whether the decline holds into regular trading, and whether the company or board issues any formal response, is the open question.