Squawk on the Street

November 12, 2026; 11am: Squawk on the Street tracks NVIDIA’s market reaction after Jensen Huang’s resignation, with analysts and authors weighing the leadership vacuum, AI-chip competition, China export controls and Washington scrutiny. The hour’s key takeaway: NVIDIA remains central to the AI ecosystem, but its succession, geopolitical risk and policy exposure are now major market variables.
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November 12, 2026; 10am: Squawk on the Street covers Jensen Huang’s resignation from NVIDIA, Colette Kress’s interim CEO role, and the immediate market reaction. The hour focuses on succession risk, governance questions, AI supply-chain exposure, and what the shakeup could mean for shareholders, partners, and competitors.

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Carl Quintanilla, Jim Cramer and David Faber provided wall-to-wall coverage of the day's biggest story: Jensen Huang resigned as Nvidia CEO one day after the New York Times reported he had a second extramarital affair. The chip giant appointed Colette Kress as the interim CEO — she will also maintain her role as CFO while Nvidia searches for a new chief executive. Shares tumbled more than 10% on the news. The anchors explored potential successors to Huang and discussed what's at stake for the company, its stock and the AI trade. Nvidia was hit with numerous Wall Street downgrades, while neocloud stocks such as CoreWeare and Nebius tumbled. Also in the mix: AMD among the chip and tech stocks rising in wake of the Nvidia shake-up.
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Former FBI Agent Robin Dreeke joins to discuss Nvidia CEO Jensen Huang's scandal and how the agency handles corporate espionage cases. Then, we break down CoreWeave's latest earnings report as shares surge this morning. Plus, Jefferies TMT Investment Banking Executive Chair Jason Greenberg joins with his outlook for tech amid the recent volatility.
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The Nasdaq surges following strong results from CoreWeave, with the CEO weighing in on what the numbers signal for the broader AI trade. Plus, Warren Pies explains why he believes the biggest risk to markets isn't artificial intelligence. And Nvidia faces mounting scrutiny as new allegations involving CEO Jensen Huang emerge, fueling calls for his resignation.
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