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Huang's NVDA Exit "Ultimate Black Swan?" Value Stock Rally Suggests Otherwise

November 13, 2026 · 7 min

Show notes

Is Jensen Huang leaving Nvidia (NVDA) the "ultimate black swan event?" Charles Schwab's Alexandra Semenova notes the stark selling action across tech but notes the S&P 500 (SPX) is barely off its all-time high. Opportunities elsewhere on Wall Street are what she sees keeping the index buoyed. Cooper Howard adds more on the stock market's "flight to safety" and ways the Fed's fight against inflation complicates the long-term picture.


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