"The timing really for them couldn't be worse."
@danprimack joined @SullyCNBC to discuss NVIDIA's leadership vacuum and the company's efforts to reassure employees and customers.
"Massive question marks here for NVIDIA."
@MadisonMills22 joined @MugoOdigwe to discuss the uncertainty surrounding NVIDIA's leadership following Jensen Huang's departure and investors' concerns.
Alex Thompson joined @kasie's panel to discuss Dems' path forward in the South and how the GOP is positioning itself for 2028.
πΊ: @TheArenaCNN | @AlexThomp | @axios
Alex Thompson joined @AudieCornish's panel to discuss Scott Colom's Mississippi win, the latest controversy around Hegseth and NVIDIA.
πΊ: @CNNThisMorning | @AlexThomp | @axios
"That could be an indication that this was more of an ousting than a personal decision."
@MadisonMills22 joined @aishahhasnie and @DanaPerino to discuss Huang's resignation from NVIDIA and how the company is preparing for an investigation.
Maria Curi joined @ItsAndyMac_ to discuss her scoop on Commerce Sec. Lutnick's role in blocking tougher restrictions on chip sales.
πΊ: @livenowfox | @m_ccuri | @axios
Margaret Talev joined @EricaRHill to discuss Scott Colom's historic Mississippi Senate victory and what it could mean for the 2028 electoral map.
πΊ: @NewsCentralCNN | @margarettalev | @axios
"Privately, investors are telling me the timing of this couldn't have been worse."
@MadisonMills joined @brikeilarcnn to discuss Nvidia's investigation into CEO Huang, investor concerns and questions about what the Trump admin knew.
Maria Curi joined @KyraPhillips to discuss Jensen Huang's ties to a suspected Chinese spy and AI regulation's political appeal after the midterms.
πΊ: @ABCNewsLive | @m_ccuri | @axios
Jim VandeHei joined Morning Joe to discuss why Dems will need discipline to govern, Talarico's Texas victory and his and @mikeallen's column on Texas emerging as "the American story."
πΊ: @Morning_Joe | @JimVandeHei | @axios
Axios Senior AI Reporter @MadisonMills22 says investors are frustrated in private despite publicly backing Jensen Huang, with the news coming at the worst possible time:
"The company made it clear in a statement that they sent us yesterday that they do not believe that there's going to be an ousting of Jensen. They see him continuing to be CEO."
"We had Bill Ackman, Gavin Baker coming out on X with a full-throated response to this, saying that they don't believe that Jensen would do anything to hurt America, that they stand by him."
"So then I started talking to investors privately who were not as rosy on the situation, who were telling me it was kind of annoying. It was an unfortunate event and that it was incredibly poorly timed as well."
"You guys know the market rout that we've been having, and then the blue wave in Congress. Is Washington going to go harder on Jensen and investigations now because of this?"
"The timing for investors is really tough, and many of them told me it was incredibly unfortunate and that they're, yes, annoyed, but publicly they're going to support Jensen."
Courtenay Brown joined @TaylorPopielarz to break down the jobs report, persistent inflation and the tough market for job seekers, plus take viewer calls.
πΊ: @cspanwj | @Courtenay_Brown | @axios
πͺοΈ @m_ccuri joined @aishahhasnie, @alivitali and @dianermacedo to discuss Trump's defense of Jensen Huang amid Chinese espionage concerns, potential congressional investigations and pressure to restrict US chip sales to China.
"It's in President Trump's interest that some kind of government will be formed in Israel."
@BarakRavid joined @jessicadean to discuss his scoop on Trump's post-election call with Netanyahu, pressing Israel to advance the Gaza peace plan.