Financial Advisors’ Nvidia Outlook After CEO Transition: CNBC Poll Results

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Nvidia shares fell after the market open on Friday, extending a 4% decline on Thursday following news that co‑founder Jensen Huang resigned as chief executive. The departure, tied to reports about his personal relationships and national security concerns, has raised questions about the AI leader’s future trajectory.

CNBC surveyed members of its Financial Advisor 100 and Financial Advisor Council. Of the 122 firms contacted, 30 responded to an online flash poll conducted between 11 a.m. and 5 p.m. EST on Nov. 12. The results provide a snapshot of advisor sentiment, not a full industry measurement.

Most advisors polled are holding steady

Most respondents (19 firms) said they are maintaining their Nvidia positions. Four advisors reported increasing their stakes, while seven indicated they do not own the stock. No respondents were selling at the time of the poll.

“Most of our clients are positioned to hold; it represents a smaller slice of a diversified portfolio,” said Winnie Sun, managing director and founding partner of Sun Group Wealth Partners, a member of the CNBC Financial Advisor Council.

What would change advisors’ positions

Jensen Huang, CEO of NVIDIA, gives a keynote address at the NVIDIA Berlin GPU Technology Conference (GTC) on October 21, 2026 in Berlin, Germany.

Sean Gallup | Getty Images

When asked what factors could influence their Nvidia strategy, 13 respondents cited AI demand outlook, 11 pointed to valuation, and 10 mentioned company leadership or governance. Some advisors said decisions depend on client-specific variables such as risk tolerance (cited by eight respondents) and portfolio concentration (seven respondents). Seven advisors indicated they would not expect to change their approach.

Nvidia is scheduled to report its third‑quarter fiscal 2027 results after market close on Tuesday. Advisors noted that the earnings release will be pivotal in shaping their next steps.

Advisors emphasized that investor actions may hinge on existing Nvidia exposure, time horizons, and comfort with volatility.

“If this is a company that keeps you up at night and you feel uncomfortable with the uncertainty, you always have the option to sell and redeploy capital elsewhere,” Sun added.

How investors can check Nvidia exposure

Nvidia exposure can arise through mutual funds and ETFs. Because of its large market cap, the stock is a significant holding in many broad‑market funds, including S&P 500 index funds and target‑date retirement funds. A decline in Nvidia does not translate one‑for‑one into fund performance.

Investors can review fund fact sheets in their 401(k) or brokerage accounts to see top holdings. Those invested in dedicated technology, semiconductor, or growth funds may have more Nvidia exposure than anticipated, advisors warned.

“Nvidia is a big part of virtually everyone’s portfolio, whether you take an active or passive approach,” wrote Andy Pratt, partner and director of investment strategy at Burney Wealth Management, ranked No. 34 on the 2026 CNBC Financial Advisor 100 list.

He advised clients to avoid reacting to short‑term news and to allow the market to settle before making changes.

— CNBC’s Stephanie Dhue contributed reporting to this article.

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