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Illustration: Aïda Amer/Axios. Stock: Getty Images

5 big things

1.Nvidia investors rush to keep Jensen Huang despite private disappointment

  • Madison Mills
Elon Musk's empire braces for Democratic crackdown
2.Elon Musk's empire braces for Democratic crackdown
Inflation data could pile more pressure on stocks
3.Inflation data could pile more pressure on stocks
The crisis testing Nvidia's "too big to fail" CEO
4.The crisis testing Nvidia's "too big to fail" CEO
Democrats face a tough sell with MAHA voters
5.Democrats face a tough sell with MAHA voters
    • Amy Harder
    6 hours ago
    -
    Energy & Climate
    Planet-sized problems collide in permitting debate
    Illustration of a construction hat on Earth.

    Illustration: Megan Robinson/Axios

    Efforts to fight climate change, conserve nature and build clean energy have long unfolded on competing tracks. Now, they're colliding — and exposing tough trade-offs for environmentalists.

    Why it matters: Congress' sweeping permitting debate is forcing those competing priorities into the same conversation, with major consequences for climate action and conservation.

    Go deeper (3 min. read)
    • Zachary Basu
    6 hours ago
    -
    Technology
    Jensen Huang spy scandal rocks AI race
    President Trunp, left, listens to Jensen Huang, right, speaking at a microphone at a White House event.

    Jensen Huang and President Trump at a 2025 White House event. Photo: Andrew Harnik/Getty Images

    The world's most powerful AI executive admitted Sunday to an affair with a suspected Chinese spy, sending shock waves through an industry built on his singular influence.

    Why it matters: Nvidia CEO Jensen Huang has fashioned himself as the indispensable leader of an indispensable company — a $4.5 trillion behemoth with unparalleled clout in Silicon Valley, on Wall Street and inside President Trump's White House.

    Go deeper (2 min. read)
    • Ben Berkowitz
    16 hours ago
    -
    Politics & Policy
    Trump backs Nvidia's Huang amid affair, spy investigation
    Preisdent Trump hands a box with a medal to Nvidia CEO Jensen Huang.

    President Trump awards a medal to Jensen Huang. Photo: Kent Nishimura / AFP via Getty Images

    President Trump defended Nvidia CEO Jensen Huang on Sunday night, even as the company's board launched an investigation into his affair with a suspected Chinese spy.

    Why it matters: The blowback to Huang's relationship is only getting more intense by the hour, with multiple members of Congress calling for probes and investors saying the news could put a cloud over the entire AI trade.

    Go deeper (1 min. read)

THE LATEST


    • EV batteries are aging better than you might think

      • Schwab: Investors looked for a bounce back last month

        • Nvidia's "key man risk" now in the spotlight

          • Axios C-Suite: Post-election risk and reward for CEOs

            • Nvidia shares sink as board launches probe into Jensen Huang's affair

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