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IrelandJennings sees crowded tech trades keeping market panic alive
The analyst distinguishes Nvidia's business from its chief executive, then explains why computer-driven selling can prolong wider market swings.
AustraliaStory of Why this story? One of ABC News (Australia)'s most watched videos since yesterday, with 38,197 views.
ABC News (Australia): The news division of the ABC, Australia's public broadcaster. 2.6M subscribers and 1.7B views.
Investors may need to get used to more global market panic, says veteran trader | The Business
Things we can learn from the video
Press to jump
- 0:26Jennings says scrutiny of company executives can weigh on market sentiment.
- 1:27He argues Nvidia is larger than one person and says international markets have largely shrugged off the leadership news.
- 2:32Jennings doubts Trump's public backing offers much help after the midterm election results.
- 3:27Algorithmic trading and post-election profit-taking can cascade into further selling, Jennings argues.
- 3:42His answer to whether the turbulence is over: investors are not yet through the woods.
When investors crowd into the same technology shares, getting out can become a problem of its own. Henry Jennings argues that automated trading and investors rushing to sell together can turn an initial retreat into a much sharper market fall.
Speaking on The Business for the Australian Broadcasting Corporation (ABC News), Australia's national broadcaster, the Marcus Today senior analyst warns that last week's sell-offs do not necessarily mark the end of the turbulence.
His explanation combines computer-triggered trades with post-election profit-taking: investors sell to lock in gains, prices fall, and further selling follows. Technology becomes particularly vulnerable when many investors hold the same positions. "So, I don't think we're through the woods by any stretch of the imagination," Jennings says.
Before reaching that broader warning, the interview examines how much a company's fortunes depend on its leader. Asked about Nvidia and chief executive Jensen Huang, Jennings says scrutiny of executives can damage market sentiment, but argues that the chipmaker should be understood as a business larger than one person. His assessment is that international markets have largely shrugged off the news surrounding Huang.
The host also asks whether President Donald Trump's public backing changes the picture. Jennings doubts it provides much help following the US midterm election results, although he credits Huang's ability to navigate politics.
The distinction running through his answers is between a company's underlying business and the forces moving its shares. For Jennings, even investors who remain confident in the business may have to contend with abrupt, self-reinforcing swings in its price.
An American technology company that develops graphics processors and other computing technology, including hardware for artificial intelligence. Jensen Huang is one of its co-founders.
More on Wikipedia ›A Taiwanese and American engineer and business executive who co-founded Nvidia and serves as its president and chief executive.
More on Wikipedia ›Published on Trari
Where next?
- Channel
- ABC News (Australia)
- Subscribers
- 2,640,000
- Channel views, last 7 days
- 13,215,900
- Channel views, pace per day
- 1,364,516 (on a normal day: 1,476,095)
- Video published
- November 9, 2026
- Video views so far
- 38,197 (less than a day online)
- Video views, pace per day
- 41,964
The numbers
The interview drew about 38,000 views since yesterday, placing it among Australia's most-watched new news videos.
💡 Test your knowledge
Which investment research firm does Henry Jennings represent in this interview?
Jennings is identified in the interview as a senior analyst at Marcus Today.