Nvidia

The chipmaker at the centre of the AI build-out.

11 stories
latest 13 November 2026

Friday, 13 November 2026
Nvidia CEO Jensen Huang resigns; shares close 4.3% lower
Why it matters: Nvidia is the AI boom's supplier, financier and chief voice in Washington. Whoever succeeds Huang decides whether it keeps backstopping customers and deals, and with it how cheaply the AI build-out can be funded.
Friday, 13 November 2026
Inside Jensen Huang's fall: a spy scandal and a 'feudal' Nvidia
Why it matters: This is a governance story as much as a markets one: one man held Nvidia's deals, its Washington ties and its culture. Every board of a founder-led giant will now be asked what checks it really has.
Thursday, 12 November 2026
Nvidia's CEO probe shows how much markets lean on one man
Why it matters: Index funds tie millions of savers to Nvidia, and AI labs depend on Huang for scarce chips and funding. When one founder's private life can move both, the AI boom's single point of failure is a person, not a chip.
Tuesday, 10 November 2026
Nvidia board probes Jensen Huang after affair and China spy claims
Why it matters: When one founder runs the product vision, the big customer bets and the Washington lobbying, a personal scandal becomes a question for markets, AI labs and national security all at once.
Tuesday, 10 November 2026
Big Tech bets on owning the whole AI stack, from chips to robots
Why it matters: If owning chips, power and models decides the winner, AI ends up in very few hands, and backers of stand-alone labs and compute renters carry the most risk when money gets tighter.
Tuesday, 27 October 2026
Meta plans $95bn share sale, with Nvidia, AMD, Broadcom as anchors
Why it matters: When one of the richest ad businesses needs outside equity, AI spending has outgrown even Big Tech cash flows. Suppliers buying the stock tightens the loop between who spends and who sells.
Thursday, 22 October 2026
Want to short the AI boom? Futures on chip rental prices are coming
Why it matters: A trusted price for compute lets AI buyers hedge their biggest cost and gives sceptics a clean way to bet against the boom.
Saturday, 17 October 2026
CoreWeave shows the AI trade's weak spot: the borrowers
Why it matters: Higher-for-longer rates act like a tax on anyone in AI who isn't a cash-rich giant. Watch the borrowers: they crack first if the boom cools.
Saturday, 10 October 2026
Lex: why OpenAI’s fuzzy revenue numbers matter for everyone
Why it matters: AI labs’ sales now feed the valuations of chipmakers, cloud giants and even power firms, so vague numbers ripple through ordinary portfolios.
Monday, 5 October 2026
AI data-centre debt is turning up everywhere
Why it matters: Riskier lenders are now funding the build-out behind AI’s biggest names.
Sunday, 4 October 2026
Trading AI compute like oil
Why it matters: A traded price for compute would show whether the AI boom is paying off.

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