Jensen Huang helped turn Nvidia into the company at the center of the AI boom and became one of the sector’s defining figures. Nvidia’s board is now moving to replace him, which could fray the close ties among AI businesses. His departure therefore tests how heavily the AI industry depends on a single leader. Oracle could also receive a potential AI-related boost, while a $1.5 trillion Social Security stock proposal and the split between oil and bond yields are being examined for their implications for inflation.
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