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# Nvidia fell 4.3% on a boardroom problem while the rest of the chip trade surged
- URL: https://www.sharespective.com/stories/nvidia-fell-4-3-boardroom-problem-2026-11-10/
- Published: 2026-11-09T22:15:02.000Z
- Updated: 2026-11-09T22:50:36.000Z
- Description: Nvidia closed at US$178.67 on Monday, down 4.27%. Everything around it went the other way. AMD rose 13.26% to US$508.58 and Broadcom added 8.8%.
- Author: Shaun Botha
- Tags: Semiconductors, #story, #group-tech, Nvidia, AMD

Nvidia closed at US$178.67 on Monday, down 4.27%. Everything around it went the other way. AMD rose 13.26% to US$508.58 and Broadcom added 8.8%.

**So what is Nvidia actually investigating?** The board has opened an independent inquiry into reports that Huang was the target of a foreign intelligence effort. A committee of independent directors is running it, with outside counsel.

The board also said it has no reason to believe that national security or Nvidia's own secrets were compromised. Huang told staff, in a message the company released, "I was unfaithful to my wife". China's foreign ministry has called the underlying reporting baseless.

[![Chart: Nvidia slid since August while AMD climbed. Daily closing share prices, each set to 100 on 31 August 2026, to 9 November; price only. Nvidia is down 19.1% and AMD up 8.1%.](https://storage.ghost.io/c/02/71/0271df32-cec6-421f-9f13-b06ab90e54c1/content/images/2026/11/chart-nvidia-prices-set-price-2026-11-10-wide-light.jpg)](https://www.sharespective.com/chart-nvidia-prices-set-price-2026-11-10/) 

This story’s chart of the day: the numbers, the dark version and the animated version are on its own page. [The chart’s page →](https://www.sharespective.com/chart-nvidia-prices-set-price-2026-11-10/)

AMD had a much better Monday. Oppenheimer lifted the stock to outperform on data centre sales that nearly doubled last quarter, and the shares have now recovered all of Thursday's 17.26% collapse and a bit more.

Our view 

an inquiry into a chief executive does not change how many chips Nvidia can ship, and the company reports on 19 November. I'd want to see whether a single large customer hesitates before treating this as more than a bad fortnight for the share price.

[ This story ran in Everything Except Nvidia Tuesday 10 November’s edition, with the market snapshot, the other two stories, the numbers and the week ahead. Read the whole edition → ](https://www.sharespective.com/sharespective-2026-11-10/)