'Jensen Huang effect' has some investors tracking itinerary, fattening pork-related holdings

Some investors are bucking traditional benchmarks, such as earnings calls, for new growth opportunities: tracking Nvidia CEO Jensen Huang's movements and statements, snatching up shares of firms he mentions or meets with.

giovedì 4 giugno 2026 New tab

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Nvidia CEO Jensen Huang, left, shakes hands with Marvell Technology CEO Matt Murphy during the Computex 2026 exhibition in Taipei, Taiwan, on June 2. [AP/YONHAP]

Nvidia CEO Jensen Huang is becoming a market catalyst in his own right.

Investors in Korea are increasingly reacting to his comments and travel schedule rather than corporate earnings or financial results — a phenomenon that some people are even calling the "Jensen Huang effect."

On Tuesday, Huang praised U.S. semiconductor company Marvell Technology, calling it the “next trillion dollar company" at Computex 2026 in Taipei, Taiwan.