NVDA ▼ -5.7% - NVIDIA Corporation $NVDA Oppenheimer analyst Rick Schafer downgraded Nvidia to Perform from Outperform without a price target following reports of founding CEO Jensen Huang's imminent departure amid allegations of a second extramarital affair. Huang's role as the "face of AI" cannot be overstated, the analyst tells investors in a research note. Oppenheimer says his leadership has been critical to Nvidia's success in becoming the undisputed AI leader and world's largest company. The firm sees "massive shoes to fill and no obvious successor." The departure of Huang could "translate to a lingering share overhang," it contends. 12-NOV-2026 05:16 AM ET