Leadership Overhang Persists

its chance, of the story’s futures

−0.4%on the S&P 500, if it happens

Nvidia does not find a confirmed intelligence breach, but the board concludes Huang’s conduct impaired judgment and creates continuing political risk. The company keeps operations intact while investors price a higher governance and key-person-risk premium.

What it moves

Technology−0.4%

Sectors in percent; other series by direction only.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

Leadership Overhang Persists

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