Nvidia CEO Jensen Huang is poised to become a figure capable of shaking up markets. The power at the head of the world’s largest multinational not only influences Nvidia’s stock price, but also causes significant fluctuations – both up and down – in many other sectors.
As interest in the artificial intelligence (AI) wave grows, Huang’s statements have become a gold mine for investors seeking new technological horizons.
Here are four examples where his comments shook the stock market.
Marvell
On June 2, Marvell stock jumped 32% after Jensen Huang predicted the company would become the next to reach a trillion-dollar market capitalization. The statement suggests Marvell could follow in the footsteps of Micron and SK Hynix, companies that have recently joined the exclusive club of trillion-dollar companies thanks to strong demand for memory chips for artificial intelligence.
Previously, Nvidia also announced a $2 billion investment in Marvell, a chipmaker specializing in optical technology – a new bottleneck in the AI era.
Software Actions
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Shares of software companies surged following Snowflake’s impressive earnings report, sending the company’s stock price up 36% on May 28. A few days later, Huang’s comments further fueled this recovery.
“It’s truly a great time to be a software company,†Huang said, dispelling fears that AI would destroy the industry in the first quarter of the year.
Huang pointed out that instead of ruining businesses, autonomous AI would create countless virtual assistants (agents). He called the idea of AI replacing software “the most illogical thing in the world.”
Quantum actions
Huang’s comments could also send the market tumbling. Quantum stocks tumbled last year when Nvidia’s CEO said practical applications of the technology were decades away. As a result, D-Wave Quantum, Rigetti Computing, Quantum Computing and IonQ all saw double-digit declines, with some even losing up to 50% of their value.
However, towards the end of the year, Huang found an unexpected optimism, suggesting that technology was at an “inflection point.” As a result, quantum stocks have seen significant gains in 2026, thanks to investments from the Donald Trump administration and computing updates from Nvidia.
Dell
Dell stock rose about 4% after being mentioned by Mr. Huang during Nvidia’s 2024 earnings conference call. On this occasion, the CEO of Nvidia highlighted the company’s efforts in the field of Ethernet networks and considered Dell as a leading partner within the ecosystem.
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Nvidia has strengthened its collaboration with Dell through factory projects dedicated to AI, allowing the historic technology giant to consolidate its position. Recently, Dell stock has continued to rise dramatically following the release of positive results, benefiting from investments in AI hardware. Since the start of 2026, Dell’s stock price has more than tripled.
(According to Insider)
Source : https://vietnamnet.vn/nhung-co-phieu-len-voi-xuong-cho-chi-tu-mot-cau-noi-cua-jensen-huang-2523119.html
