Lates News

SLC Management's Dec Mullarkey: What's worth watching is how Nvidia will handle next week's earnings call. The CFO can handle the financial data, but the market will want to hear more about governance adjustments. It's hard to imagine him stepping down, but it's also hard to imagine how he can continue to stay on. I think the board will ultimately be forced to let him go and establish a more traditional organizational structure. The issues exposed in terms of judgment may make it difficult to repair the company's relationships with important customers.