Jensen Huang has a date with Congress — November 18. Reports say the Nvidia CEO has been summoned to explain his ties to a woman U.S. intelligence identified as a suspected Chinese spy. Republican lawmakers have also requested a briefing on the allegations. Nvidia's board has already opened an independent investigation. Huang has admitted the affair and apologised. The company says it has no evidence company secrets or national security were compromised. The market context is brutal. Nvidia fell 9.3% on Thursday. The Nasdaq dropped 5.5% in the same session, the Philadelphia Semiconductor Index crashed 12% — and AI stocks have now erased $13.2 trillion from their 2026 highs. The catch: this is still an investigation, not a finding — and Wall Street's loudest AI bull is not blinking. Dan Ives kept his outperform rating and $300 target on Nvidia even after the news. But the question hanging over the AI trade is no longer just about valuations. It is about the man at the centre of it. BTC sits near $75,010, down about 1.2% on the day.