The report: The Wall Street Journal reported on Wednesday that Nvidia’s board is preparing to remove Jensen Huang, who has led the company for 33 years. The board met that day, and no decision had been announced by Thursday morning.

The stock: Shares dropped about 8% in after-hours trading. The stock was already down more than 20% over the past month.

What led here: It follows several days of news reports about Huang’s personal conduct. On Sunday the board opened an independent investigation into whether he was targeted by a foreign intelligence operation, while saying it still had confidence in him.

No clear successor: Nvidia has no known succession plan. Huang has said he has about 60 direct reports and delegates very little.

What analysts say: One Wall Street analyst values Nvidia at $300 a share with Huang as CEO and $225 without him.

Bad timing: Nvidia reports quarterly results on November 17, less than a week away. Other chip stocks also fell in late trading.

The numbers: Security firm Claroc found 37,571 Grok-built apps online, and 35,578 of them could be opened without signing in. Most were harmless games and calculators, but about 1 in 10 contained internal or personal data.

What leaked: Examples include a hospital group’s list of more than 3,500 employees, a briefing on an intensive care patient, and a timesheet app that stored every employee’s password in plain text.

Who was affected: Data from 30 organizations could be identified, including 6 Fortune 500 companies. Another 24 apps were built by staff at X and SpaceXSI, the company formerly called xAI.

Why it happened: When publishing an app, the researchers found the sharing option “Anyone with the link” already selected. App addresses can also be found through public DNS records, so a hard-to-guess name does not protect you.

The company’s response: SpaceXSI says apps stay private until shared and that publishing takes several steps. It removed the 24 staff apps but has not taken down other users’ apps.

What to do: If you built an app with Grok, set it to “Only you” or “Invited users”, then open the link in a private browser window to confirm a stranger gets an error page.

The speech: Ma made the remarks this week in his annual speech for Tencent’s 28th anniversary. He said the industry has entered an “Age of Discovery.”

Army and navy: He compared Tencent’s core businesses, like games and social apps, to an army and its new AI work to a navy. The army should use AI to get more done, while 50% of staff move to support the navy.

The logic: Work that once needed everyone can now be done by half the people with AI. That frees the other half to build new AI products and look for growth.

Layoff fears: The remark set off rumors on Chinese social media that Tencent would cut half its staff. A Tencent PR director said the 50% figure was a metaphor, and no decision has been made to cut jobs.

Leaner structure: Ma also called for a flatter company with fewer middle managers, and asked staff to adapt quickly to new roles.

Where it comes from: The speech was internal. The details come from people with knowledge of the event, not an official announcement.

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