Nvidia’s CEO Admits an Affair

Nvidia $NVDA ( ▲ 2.78% ) CEO Jensen Huang admitted to having a romantic relationship with someone the media reported to be a Chinese Spy, prompting the company’s board to open an investigation on Sunday.

Details: Huang apologized to his family and the company in a letter on Sunday: “To my colleagues at NVIDIA, including those I have worked alongside for decades, and to our board, partners, and shareholders around the world: you deserve better from me.”

Also: On Sunday, Nvidia’s board launched an independent investigation, writing that Huang was the target of a foreign intelligence effort. Huang supports the investigation.

Zooming Out: The New York Times reported that Huang’s romantic relationship was with a woman U.S. intelligence officials believed was a Chinese spy.

Powering the Story: The investigation deals with potential national security concerns. Sales of Nvidia’s chips to China are regulated and restricted by both U.S. and Chinese governments for national security purposes.

Early Bird’s Nest Egg Gains: This investigation is a meaningful governance and national-security risk for the company, but its financial consequences remain uncertain.

Final Thoughts: Nvidia will report its next financial results on November 17.

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Notables

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Notable IPOs Today: Haymaker Acquisition Corp V (NYSE: HYAC).

Notable Equity Crowdfunding Campaigns Ending Today: Graton Stations (Wefunder), Scum and Villainy Cantina (Wefunder).

Notable Economic Events Today: NY Fed 1-Year Consumer Inflation Expectations (11:00 a.m. ET).

Ethereum's Regulatory Fears

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The price of Ethereum $ETH ( ▼ 5.19% ) fell about 4% on Sunday to its lowest level since August. The decline is amid regulatory fears and a broader cryptocurrency sell-off.

Final Thoughts: In the past week, Ethereum is down about 6%. It is down nearly 28% this year.

Johnson & Johnson’s New Phase 1 Results

On Sunday, Johnson & Johnson $JNJ ( ▲ 1.43% ) reported a 73% drop in prostate-specific antigen (PSA) in a Phase 1 study of a new treatment for prostate cancer.

Final Thoughts: The stock is up 33.21% in 2026.