Dan Ives Says 'Spy Soap Opera' Could Send Nvidia Stock 30% Lower Without CEO: 'There is Only One Jensen'

What happened

Analyst Dan Ives maintains an Outperform rating and $300 price target for Nvidia, but says that target depends on CEO Jensen Huang staying in his role. He estimates Nvidia shares could fall 25–30% if the board fires Huang and says an investigation could take four to six weeks.

Confirmed

Global impact / market context

The concern is that Nvidia’s business and AI ambitions are closely tied to Huang, according to Ives. If the board removed him, uncertainty during an investigation could weigh on the shares, while a lasting leadership change could also unsettle expectations for Nvidia and the wider technology industry.

Analyst inference

Investors also have an earnings report ahead: analysts expect Nvidia’s fiscal fourth-quarter revenue to be $109.17 billion, compared with $57.01 billion in its fiscal third quarter. That results update may shape how investors weigh leadership uncertainty against the company’s reported business performance.

Confirmed

What to watch

1. Watch for any board decision or investigation involving Huang; Ives says an investigation could last four to six weeks and keep uncertainty over Nvidia shares. Confirmed
2. Check whether Ives changes his Outperform rating or $300 target, which he says depends on Huang remaining CEO; the article reports no change so far. Confirmed
3. Compare Nvidia’s reported fiscal fourth-quarter revenue with analysts’ $109.17 billion expectation to assess whether business performance offsets concerns about leadership uncertainty. Analyst inference

Affected assets

• XRP — XRP

Evidence

• Original source link unavailable