CoreWeave reports quarterly results Tuesday and Nebius follows Thursday, as both AI infrastructure firms face investor scrutiny over debt-funded expansion. Yields on some CoreWeave bonds maturing in 2031 rose above 16% after a sharp selloff hit neocloud stocks and major chipmakers including Nvidia, AMD and Micron. CEO Mike Intrator said on LinkedIn that he does not expect political shifts, including recent election results that saw voters reject most local data center ballot measures, to affect existing customer commitments.
cnbc.com
· 2026-11-09
Nvidia stock fell nearly 5% in premarket trading after reports from the New York Times and Financial Times said U.S. intelligence agencies believe MegaSpeed executive Alice Huang passed information to Beijing while in a relationship with Nvidia CEO Jensen Huang. Nvidia's board has opened an independent investigation into the matter, which the company described as a possible 'foreign intelligence effort' targeting Huang. In an email to staff, Huang admitted he was unfaithful to his wife and said he had fallen short of his responsibilities to colleagues, the board, partners and shareholders.
cnbc.com
· 2026-11-09
Nvidia CEO Jensen Huang apologized to his family, the company and investors after acknowledging an extramarital relationship with Alice Huang, an employee of Singapore-based cloud firm Megaspeed, whom U.S. intelligence reportedly suspects of passing information to China. Nvidia's board has launched an investigation, Nvidia shares fell more than 5% in premarket trading, and China's Foreign Ministry dismissed the spy allegations as unsubstantiated while President Trump offered a sympathetic response.
cnbc.com
· 2026-11-09
Nvidia's board has opened an investigation into an affair involving its CEO and an executive suspected of ties to Chinese intelligence. The probe is examining whether confidential company information may have been shared during the relationship.
wsj.com
· 2026-11-09
Nvidia CEO Jensen Huang issued a memo admitting to an extramarital affair with Chinese businesswoman Alice Huang, who has been accused of passing sensitive information to Beijing. China's government has denied the spying allegations as slander. Nvidia shares fell as much as 8% when markets opened before recovering to a roughly 4% loss, and the company is reportedly investigating the matter.
futurism.com
· 2026-11-09
Reports have surfaced that Nvidia CEO Jensen Huang had a personal relationship with a woman suspected of being a Chinese intelligence operative, triggering national security concerns given his central role in US AI policy. Huang, 63, built Nvidia into one of the world's most valuable companies and has cultivated close ties with President Trump amid US efforts to maintain an edge over China in AI chips. Trump told reporters he had not spoken to Huang since the investigation became public but called him 'a fine person'.
bbc.co.uk
· 2026-11-09
Nvidia's board has opened an independent investigation after CEO Jensen Huang admitted to staff that he was unfaithful to his wife with Megaspeed executive Alice Huang, who U.S. officials believe fed information to Beijing. The board says it has found no evidence that national security or company secrets were compromised, while China's embassy has denied the spying allegations and no charges have been filed.
techcrunch.com
· 2026-11-09
Nvidia's board is reportedly examining reports that CEO Jensen Huang was targeted for espionage. Separately, Huang has reportedly given his children prominent positions at the company, and has apologized to Nvidia over past infidelity.
wsj.com
· 2026-11-09
Nvidia's board is examining reports that CEO Jensen Huang had an extramarital affair with an executive who was suspected of ties to Chinese intelligence services, and that Huang may have been a target of surveillance as a result. Huang has reportedly apologized to his wife for the infidelity.
wsj.com
· 2026-11-08
Nvidia has launched an independent investigation into CEO Jensen Huang's relationship with Alice Huang, a businesswoman affiliated with cloud company Megaspeed, whom U.S. intelligence agencies reportedly suspect of passing information to Beijing, according to the New York Times and Financial Times. Huang told staff in an email that he had an affair with the woman, apologizing to his family, while Nvidia says he remains committed to continuing as CEO without interruption.
cnbc.com
· 2026-11-08
Nvidia's board said Sunday it is launching an independent investigation into CEO Jensen Huang's relationship with Alice Huang, a Chinese citizen and executive at Singapore-based Megaspeed, a firm suspected by U.S. officials of helping China evade AI chip export restrictions. Huang told staff he had been intimate with the woman, though the board's statement did not address the affair directly, saying it has no evidence national security or company secrets were compromised. Lawmakers from both parties, including Sen. Chris Coons and three House Republican committee chairs, are pushing for congressional investigations and have asked Huang to attend a closed-door briefing on November 18.
cnbc.com
· 2026-11-08
Nvidia confirmed Sunday that its board of directors has opened an independent investigation into CEO Jensen Huang's relationship with a woman identified by intelligence agencies as a Chinese spy. In an email to staff, Huang apologized to his family for infidelity and said he supports and will cooperate with the board's inquiry into the national security concerns raised in news reports. Nvidia told CNBC the news would not slow the company and that Huang remains committed to leading it without interruption.
cnbc.com
· 2026-11-08
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