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Nvidia succession
1 video · 0mBloomberg reports Huang is out as CEO, with CFO Colette Kress as interim CEO and an outside firm retained to search for a permanent successor.
Nvidia named CFO Colette Kress interim CEO and appointed its first-ever board chair after Huang stepped down
Bloomberg's Ed Ludlow reports Huang stepped down immediately, Kress became interim CEO and the board had reportedly already retained an outside firm to search for a permanent successor; pre-market trading in the shares was volatile.
Advisors Capital's JoAnne Feeney stays invested in Nvidia but balances it with other chip beneficiaries
Feeney argues Nvidia's multi-year roadmap and an order backlog of roughly six to twelve months can preserve execution through a leadership change, but says succession uncertainty and possible further disclosures justify a higher risk premium.
Larry McDonald stays bearish on broad tech and expects a Fed pivot to support gold and silver
McDonald argues recent Nasdaq volatility and rotation toward defensives resemble pre-crisis periods, with stress in AI-related credit and passive-fund liquidity, and says aggressive Fed tightening would risk a credit shock.
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SOFTWARE — · BAC -0.1% · GS -0.9% · SILVER -3.1% · SIL -3.3% · GLD -2.7%A BlackRock strategist says investors must be more selective across the AI trade
On Bloomberg, Nvidia and its closest supply-chain partners fell while rival chipmakers and diversified hyperscalers gained, and Chinese AI names sold off on fears of tighter US export rules ahead of a Trump-Xi meeting.