Märkte Insight: Trotz der großen Kursschwäche gehören Rüstungsaktien weiter ins Depot
Rüstungskonzerne sind an der Börse stark unter Druck geraten. Der Hype um die Branche ist vorbei, Anleger sollten sie aber dennoch nicht abschreiben, meint Andrea Cünnen.
A scandal has erupted surrounding Jensen Huang, the founder of chipmaker Nvidia and a leading figure in the AI boom, who admitted to an affair with a woman suspected of being a Chinese spy. The Nvidia board has announced an independent investigation, and US President Trump has stated that the FBI is also looking into the matter.
There is genuine concern that Huang could lose his position as all-powerful CEO. Nvidia's market value dropped about a billion dollars over two trading days, and the company is under pressure due to the lack of a clear succession plan for the CEO. Dozens of reporting lines within the company directly report to the CEO, ensuring that no one except Huang has a comprehensive overview of the corporation.
This is not an isolated incident; on the contrary, a pattern is emerging: dominant founders and CEOs in the US tech industry have repeatedly caused massive stock market drops due to personality cults and poor corporate governance. Traits such as absolute confidence, charisma, and the courage to make solitary decisions may have helped turn a small startup into a billion-dollar empire. However, these very traits can become a liability for established publicly traded companies.
Written by urgent.news from Handelsblatt's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
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- Market Insight: Who's Afraid of Over-CEOs? handelsblatt.com
