# How Nvidia CEO's dinner companions see their stocks double overnight Companies that dine with Jensen Huang experience massive stock surges the next day - **Source:** [Fortune | FORTUNE](https://brifing.si/source/769282ef-327a-4454-909a-3c7936216004) - **Published:** 2026-08-27 - **Topic:** [Business](https://brifing.si/c/business) - **Original article:** - **On Brifing:** https://brifing.si/s/ae6fb3e4-f3bd-4e97-baae-ef270589cefb ## The dinner table stock phenomenon Nvidia CEO Jensen Huang's dinner meetings with executives from SK Group, LG and TSMC have triggered significant stock boosts for these companies. LG's shares rose 30% after news of Huang's dinner plans. Observations show stocks of Huang's dining partners often double the next day, demonstrating his outsized influence in the tech industry. This unique market effect has made his dinner schedule a closely watched indicator. ## Global culinary tour Huang dines at luxury restaurants worldwide from Taipei to Seoul, sampling local cuisines. A blog called 'Jensen Eats' tracks the CEO's culinary itinerary. His dinner at Nobu Palo Alto with Elon Musk and Larry Ellison led to fulfilled GPU requests for Oracle. Photos show him tipping staff and taking pictures with fans outside restaurants and night markets during his global travels. ## Supply chain pressures Despite projecting 70% revenue growth, Nvidia faces severe supply chain constraints. Huang listed limitations including data center power, memory pricing and wafer foundry access. The company can only meet 70% of current customer demand. CFO Colette Kress stated the $5 trillion chipmaker needs full supply chain support to increase capacity for AI and computing demands. ## Earnings that stunned investors Nvidia reported Q2 revenue of $96.2 billion, surpassing analysts' $92.2 billion expectation. The company forecasts 70% revenue growth next year, implying over $100 billion additional revenue. This optimistic outlook spurred a 4% stock jump. Goldman Sachs analysts called this growth trajectory 'extraordinary' given current market conditions and Nvidia's dominant position in AI chips. ## The Korea dinner effect Huang's June barbecue dinner in Seoul with SK Group, LG and Naver executives caused 17-29% stock surges for local companies. Blogs captured LG's Koo Kwang-mo grilling pork for the group as the youngest executive. Bloomberg reported Huang's chicken dinner with Samsung and Hyundai executives even boosted shares of poultry processors and fried chicken companies. ## The GPU begging bowl Oracle founder Larry Ellison recounted begging Huang for GPUs during their 2024 dinner at Nobu with Elon Musk, repeating 'Please take our money.' The strategy worked - Huang fulfilled Oracle's GPU requests. With AI boom skyrocketing demand for Nvidia's chips, every CEO dinner invitation has become a strategic opportunity to secure supply in the competitive market. ## The halo effect Not just companies Huang meets with, but businesses related to his meals see stock bumps. Fried chicken from his Korea visit boosted Kyochon F&B shares. Poultry processor Cherrybro and chicken-cooking robot maker Neuromeka also saw gains. This demonstrates how Huang's every connection creates ripple effects across multiple market sectors beyond direct tech partnerships. ## Tech's new power symbol The Nvidia CEO's dinner table has become tech's new power symbol. Stock surges reflect Huang's unique position in the AI chip market. Despite supply chain issues, 70% growth projections signal continued dominance. Huang's every move now directly impacts markets, with executives worldwide seeking face time hoping for similar boosts to their companies' valuations. ## Sources covering this story - https://fortune.com/2026/08/27/nvidia-ceo-jensen-huang-eats-stock-doubles-q2/ — --- _Summary written by Brifing from the original reporting. Copyright in the original article belongs to its publisher; read the full piece at the link above._