Earlier today I wrote about the three DOJ probes that could touch Nvidia and Jensen Huang agreeing to testify before Congress by…
Earlier today I wrote about the three DOJ probes that could touch Nvidia and Jensen Huang agreeing to testify before Congress by Thanksgiving. Now Trump has stepped directly into the succession question, and that's the part I keep thinking about.
On Truth Social Thursday he wrote that "there is only one man" to replace Huang: Tim Cook of Apple. In a Stephen A. Smith interview the same day he repeated it, saying Cook "would be a great candidate to run Nvidia," while praising Huang as a "tremendous talent." Cook stepped down as Apple CEO on September 1 and is now executive chairman.
Trump also said he spoke to Huang by phone Wednesday and that Huang is "going through hell." Separately, the New York Times, citing two people briefed on the conversation, reported that Trump called Huang on Tuesday, two days before Huang resigned, and urged him to keep fighting for his job. That call came after reports that US intelligence agencies had concluded Huang was having an affair with a woman believed to be a Chinese spy.
Nvidia's board has said it has no reason to believe national security or company secrets were compromised and opened an independent investigation.
Meanwhile, CFO Colette Kress is running Nvidia on an interim basis while the board weighs internal and external candidates for a permanent CEO. My question is how that search stays independent now. The president tried to keep the last CEO in place and has publicly named the next one. Any choice the board makes from here gets read against that, whether it lands on Cook or someone else.
$NVDA
Sources:
The Verge: https://www.theverge.com/tech/1032774/president-donald-trump-tim-cook-nvidia-jensen-huang
Political Wire: https://politicalwire.com/2026/11/13/trump-had-urged-nvidias-jensen-huang-to-fight/
Yahoo/Business Insider: https://ca.finance.yahoo.com/news/trump-says-spoke-jensen-huang-051955230.html
Not financial advice. For informational and educational purposes only.
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