Veytics Intelligence
2026-11-13 · Yahoo

Cathie Wood on Nvidia's strengths in a post-Jensen Huang era

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Cathie Wood of ARK Investments tells Deirdre Bosa that Jensen Huang's exit is a shock but won't stop the AI movement, arguing that a deep bench of engineers sits behind "the Jensen show" and that competition, more than leadership, will decide Nvidia's market share. She walks through how ARK stress-tests Nvidia's share of the GPU market and why people, management and culture now matter more than ever. Video Transcript 00:00 Deirdre Earlier today, I spoke to legendary tech investor and Ark Invest CEO, Cathie Wood. It was this morning before we got the news of Nvidia CEO Jensen Huang stepping down, right before that actually. She joined Yahoo Finance Invest to discuss the future of Nvidia and what this news means for the AI trade.

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