{
  "id": 19800299,
  "title": "NVIDIA's Board Was 'Very Deferential' To Jensen Huang: Expert",
  "url": "https://urgent.news/2026/11/13/nvidias-board-was-very-deferential-to-jensen-huang-expert",
  "topic": "tech",
  "section": "Tech",
  "published": "2026-11-13T11:45:56.000Z",
  "source": {
    "name": "Benzinga",
    "slug": "benzinga",
    "url": "https://www.benzinga.com/markets/tech/26/11/63232830/nvidias-board-was-very-deferential-to-jensen-huang-expert"
  },
  "original_language": "en",
  "account": "NVIDIA's shares rose nearly 3% in premarket trading on Friday, reversing a 4.34% decline on Thursday. The stock has dropped 27.28% over the past month. The gains come as the chipmaker faces a leadership transition following Jensen Huang's departure. Experts are split over whether strong demand for AI and a robust order pipeline can outweigh investor concerns about leadership uncertainty, competition, and legal investigations.\n\nSome analysts believe the current valuation represents a buying opportunity, while others fear the stock could be a value trap.\n\nColumbia Law School professor Dorothy Lund told CNBC that there is \"a lot of evidence\" that NVIDIA's board has been \"very deferential\" to Huang. She cited the board's lack of succession planning, the absence of a chair, and long-standing personal relationships between Huang and several directors as governance weaknesses. Lund also noted the board's flat management structure, with more than 60 executives reportedly reporting directly to Huang, which could create significant risks during a leadership change.\n\nDespite Huang's exit, Yorkville Ives Dan Ives remains bullish on NVIDIA, valuing the company at $225 per share. Ives argues that NVIDIA's position in the AI infrastructure boom remains intact.\n\nHowever, other experts remain cautious. Seaport Research's Jay Goldberg maintains a \"Sell\" rating, warning that customers might accelerate their transition to competitors like AMD and custom chip makers due to NVIDIA's limited chip capacity.\n\nWhile NVIDIA's strong AI demand and order pipeline support a bullish case, leadership uncertainty, competition, and potential legal fallout could make the stock a risky investment.",
  "summary": "NVIDIA Corp. (NASDAQ:NVDA) stock gained nearly 3% in Friday’s premarket trading after falling 4.34% on Thursday. The stock has lost 27.28% over the past month. The rebound comes as NVIDIA faces a difficult leadership transition following Jensen Huang’s departure. Experts remain divided over whether strong AI demand can offset leadership uncertainty, investigations and growing competition. Strong…",
  "key_points": [
    "NVIDIA shares rose nearly 3% in premarket trading on Friday.",
    "Experts divided on whether leadership transition outweighs AI demand.",
    "Columbia Law School professor notes board's deference to Huang."
  ],
  "editors_take": "The board's historical deference to Jensen Huang and lack of formal succession planning creates significant governance risks that could undermine investor confidence during this critical leadership transition.",
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}