Nvidia said to prepare removal of CEO Jensen Huang; board may meet as early as Wednesday

The reported board move, if confirmed, would put Nvidia's leadership transition at the center of the AI trade rather than its product roadmap. The after-hours split — Nvidia down sharply while AMD and Broadcom gained — suggests the market is already repricing competitive positioning within AI hardware, not just Nvidia-specific risk. Whether the board actually meets, and what it says about succession and strategy, is the open question; until then, the divergence between Nvidia and its peers is the signal worth watching.