Business

Nvidia's leadership crisis rattles the AI trade. Here's how we're adjusting our portfolio

CNBC·Nov 14, 2026 · 12:48 PM CT
Readthrough summary

Nvidia's sudden leadership shake-up dominated Wall Street last week and added uncertainty to the AI trade, though the S&P 500 still gained 2.5% and the Nasdaq 2.3% for the week. Nvidia shares fell another 2% on Friday. CNBC's investing club says the market ended the week under pressure mainly because of the possibility of several Federal Reserve rate hikes, and it explains how it is adjusting its portfolio.

Summary written by Readthrough from the original article. The full story, with photos and any updates, is at CNBC.

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