Jensen Huang’s Scandal Could Hit CoreWeave, Nebius Where It Hurts
Nvidia CEO Jensen Huang's scandal threatens CoreWeave and Nebius, as both neoclouds face earnings and sharp stock swings.
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Marvell Technology Inc. (NASDAQ: MRVL) stock rises Monday as broad market indexes rebounded after semiconductor losses last week.
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Nvidia CEO Jensen Huang's scandal threatens CoreWeave and Nebius, as both neoclouds face earnings and sharp stock swings.
Jensen Probe Please click here for an enlarged chart of NVIDIA Corp (NASDAQ:NVDA). Note the following: This article is about the big picture, not an individual stock. The chart of NVDA stock is being used
Apple shares have climbed 28% in 2026 and currently hold the world's highest market capitalization. The article projects Apple's stock could reach $563 in five years, driven primarily by an expected 10% annualized earnings per share growth, assuming the P/E ratio remains stable at 38.9. Apple's competitive moat is reinforced by its integrated ecosystem of hardware and services, with over 2.5 billion devices providing unrivaled distribution.
SpaceX, which went public in June 2026, is expanding rapidly across satellite internet (Starlink), AI infrastructure, and reusable rockets (Starship). The company reported Q3 revenue of $14.6 billion (up 161% YoY) with strong growth in connectivity and AI segments. An analysis shows that investing $500 monthly from November 2026 through December 2030 could grow to approximately $40,900-$49,200 depending on annual returns of 25-35%, though execution risks remain.
U.S. stocks rallied Monday; CNH surged 13.5% after strong Q3 results and raised guidance, while several stocks posted double-digit gains.
Bill Ackman comes to the defense of Jensen Huang. Here's what he said.