What smart people in business and tech are saying about Jensen Huang's ouster

What happened: Nvidia stock fell 8% in after-hours trading after The Wall Street Journal reported the board was preparing to remove CEO Jensen Huang. The New York Times reported Huang had an affair with an Nvidia executive who reported to him. Key numbers: Stock fell 8% in after-hours trading. Why it matters: Eric Wallerstein said removing Huang could shake investor confidence in the AI trade, since Nvidia's balance sheet backstopped it. Gene Munster said customers will keep buying $NVDA chips with or without Jensen. Coverage: 13 outlets in 24h

Nvidia stock fell 8% in after-hours trading after The Wall Street Journal reported the board was preparing to remove CEO Jensen Huang. The New York Times reported Huang had an affair with an Nvidia executive who reported to him.

Eric Wallerstein said removing Huang could shake investor confidence in the AI trade, since Nvidia's balance sheet backstopped it. Gene Munster said customers will keep buying $NVDA chips with or without Jensen.