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.
Share on WeChat
Open WeChat → Scan → then tap "…" to send to a chat or Moments.
Tap "…" in the top-right corner to send to a chat or share to Moments.
Related News
16m ago
Beijing regulator fines GRINM Semiconductor employee for insider trading
23m ago
SMIC guides Q4 revenue up 4%-6% QoQ, gross margin 26%-28%
24m ago
SMIC Q1-Q3 2026 Net Profit Up 91.6% to RMB 7.314B
31m ago
Nvidia Board’s 10 Members Weigh CEO Jensen Huang’s Future
43m ago
Polymarket odds of Nvidia CEO Jensen Huang leaving by March 2027 hit 80%
46m ago
AMD rises over 3% in US premarket, Broadcom up more than 2%