Nvidia Shares Plunge Premarket After Jensen Huang Resigns

The market's reaction is less about Huang personally than about the governance vacuum his exit creates at a company whose valuation rests heavily on leadership continuity. The spillover into memory and optical names shows how tightly the AI supply chain trades as a single narrative, so a leadership shock at the center transmits outward fast. Public backing from Musk and others signals the fight over his departure is not settled, and whether that support translates into any formal reversal is the open question worth watching.