I doubt Jensen Huang will be able to remain as $NVDA CEO. This could put short-term pressure on the stock of the second most valuable company in the world. He has no natural successor within the company. While Huang has not committed any crime or tort, his code of conduct and judgment will be called into question which will likely result in his removal by the NVDA Board. While I don’t see long-term value impairment, many portfolio managers will reduce their $NVDA holdings in the coming weeks as a result of uncertainty over who could succeed Jensen as NVDA CEO. The company’s board said in a statement Sunday it has no reason to believe either the company’s secrets or national security were compromised and expressed confidence in the CEO’s leadership. A committee of independent directors helped by outside counsel would oversee the probe, the board said, and the “inquiry will examine all available information.” “Today’s news will not slow NVIDIA. Jensen is committed to continuing to lead NVIDIA as CEO without interruption,” an Nvidia spokesman said in a statement. Jensen Huang’s Email to Company - Sunday 11/8/2026: Subject: A message I owe my family and all of you an apology. I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry. Throughout my life, my family has given me love and support. They deserve my honesty and loyalty. Instead, I let them down and damaged the life we built together. I take full responsibility for what I did and the hurt I caused, and I accept the criticism that comes with it. To my wife and family: I love you. I know an apology cannot undo what I have done. I hope our family will heal and that, over time, I can earn back your trust. To my colleagues at Nvidia, including those I have worked alongside for decades, our board, partners, and shareholders around the world: you deserve better from me. Leading Nvidia is the privilege of my life. My responsibility is to serve you and be worthy of your trust. I have fallen short of that responsibility. I am fully committed to Nvidia and will work to earn back your confidence. Regarding the national security concerns raised in news reports, NVIDIA’s Board of Directors has initiated an independent investigation. I support the investigation and will cooperate fully. I love our country and our company, and I am committed to protecting NVIDIA and supporting America’s national security. I am proud and grateful to be an American. My family bears no responsibility for my choices. I do. Please give them privacy.

Elon Musk reiterated today that @SpaceX's annual recurring revenue could exceed $500 billion in December 2027, and $1 trillion is not out of the question: "It seems quite likely that our ARR in Dec 2027 will exceed $500B. This is not a promise, this is my best guess. $1 trillion is not out of the question. It was previously out of the question, but now it is not. Maybe 2% likelihood. But the interesting part is that it's not 0%, and the probability is increasing with time." (via 33rd Annual Baron Investment Conference today in NYC)

SpaceX has announced that it is introducing dynamic pricing for @Starlink Residential plans in select areas based on supply of capacity and demand from customers. "As our constellation grows and network capacity changes, service pricing may change from time to time. Beginning with your next billing cycle on or after November 30, the monthly price for your Residential service plan will be adjusted to $156/month." It looks like pricing differences are currently limited to a max 20% increase and 20% decrease. SpaceX says: "Given this rapid pace of change, we will be reviewing prices on a regular basis, roughly quarterly."