Nvidia shares fell after CEO Jensen Huang disclosed an affair

Key Takeaways

• <ul><li>Nvidia shares fell after CEO Jensen Huang disclosed an affair and an independent board review began, shifting investor focus to other AI infrastructure beneficiaries.</li><li>Broadcom dropped 18.8% to $293.69 amid an AI hardware sell-off despite 86% YoY revenue growth and $16.7 billion in AI semiconductor revenue.</li><li>Broadcom controls roughly 70% of the custom AI chip market and about 90% of data center switching silicon, with six major customers including Alphabet and Meta locked into multi-year plans.</li><li>Qualcomm trades at 12.98x trailing earnings while Amazon considers purchasing up to $60 billion of its AI processors over 10 years.</li><li>Qualcomm automotive revenue hit a record $1.6 billion in fiscal Q3 2026, up 61% year-over-year, with its Technology Licensing arm earning a 69% margin.</li><li>Google Cloud launched Gemini for Healthcare in preview, targeting the 41.9% of physicians affected by documentation burnout, with launch customers including HCA Healthcare and Stanford School of Medicine.</li><li>AI drug development research shows bringing a new medication to market costs over $2.5 billion and takes over a decade, with only 2% of projects succeeding.</li><li>Experis research finds 66% of tech professionals report increasing AI investment, but only 9% have achieved full AI integration across operations.</li><li>The UK committed $120 million to Atlantic Net, an AI and drone system for detecting Russian submarines in the North Atlantic.</li><li>Autonomous AI agents operating across enterprise tools like Salesforce and Slack are creating new security risks that require updated identity governance and threat detection approaches.</li></ul>

6 stocks gaining in the AI infrastructure expansion beyond Nvidia

Nvidia shares fell after CEO Jensen Huang disclosed an affair and a board review began. Investors are moving money into AI infrastructure beyond Nvidia. Microsoft uses its own Maia accelerators and Cobalt CPUs. Texas Instruments makes chips in Texas and Utah. Kyndryl and Insight Enterprises help companies set up AI systems. Salesforce also benefits from AI demand.

6 stocks gaining in the AI infrastructure expansion beyond Nvidia

Nvidia stock dropped after CEO Jensen Huang admitted to an extramarital affair and an independent board review started. The AI infrastructure buildout continues despite this. Microsoft is using its own Maia accelerators and Cobalt CPUs. Texas Instruments makes analog chips in domestic factories. Kyndryl and Insight Enterprises help companies modernize IT systems. Salesforce benefits from AI-driven software demand.

Chip designer Broadcom may be undervalued after AI hardware sell-off

Broadcom stock fell 18.8% over the past month to $293.69 during an AI hardware sell-off. The company has about 70% market share in custom AI silicon accelerators called XPUs. Broadcom reported fiscal third-quarter 2026 revenue of $29.6 billion, up 86% year-over-year. AI semiconductor revenue reached $16.7 billion. Six major customers including Alphabet and Meta are committed to long-term roadmaps.

Chip designer Broadcom may be undervalued after AI hardware sell-off

Broadcom shares dropped 18.8% over the past month to $293.69 amid an AI hardware sell-off. The company controls roughly 70% of the custom AI chip market and about 90% of data center switching silicon. Fiscal third-quarter 2026 revenue rose 86% year-over-year to $29.6 billion. AI semiconductor revenue jumped 221% to $16.7 billion. Six major XPU customers including Alphabet and Meta are locked into multi-year plans.

Qualcomm may be the most overlooked AI chip stock at 13x earnings

Qualcomm trades at just 12.98 times trailing earnings at $165.41 while other AI chip stocks trade much higher. The company makes Snapdragon X Elite processors for AI PCs and automotive cockpits. Automotive revenue hit a record $1.6 billion in fiscal Q3 2026, up 61% year-over-year. Amazon could buy up to $60 billion of Qualcomm AI processors over 10 years. Qualcomm Technology Licensing earns a 69% margin.

Google launches Gemini AI agent for healthcare operations

Google Cloud introduced Gemini for Healthcare, an AI agent designed to help healthcare teams manage data across records, billing, and guidelines. Clinicians lose nearly 28 hours per week to documentation and administrative tasks. The system uses a read-only approach to electronic health records and includes features for coverage determination and clinical chart summaries. Launch customers include Blue Cross Blue Shield of Massachusetts, Hartford HealthCare, and HCA Healthcare.

Google Cloud launches Gemini for Healthcare in preview

Google Cloud has made Gemini for Healthcare available in preview for Gemini Enterprise customers. The system aims to reduce administrative burdens that contribute to physician burnout, with 41.9 percent of physicians affected by documentation pressure. It supports open model choices across Google, Anthropic, and OpenAI while protecting health information. Testing customers include Blue Cross Blue Shield of Massachusetts, Hartford HealthCare, HCA Healthcare, Highmark Health, Northwell Health, Optum, and Stanford School of Medicine.

Review evaluates AI tools for pharmaceutical discovery

A comprehensive review published in Discover Pharmaceutical Sciences examines how artificial intelligence is reshaping drug development. Creating a single new therapeutic typically costs over 2.5 billion dollars and takes more than a decade, with only 2.01 percent of projects yielding a marketable product. The review details how machine learning, deep learning, natural language processing, and generative models address bottlenecks in target validation, compound screening, and clinical investigation. Authors Shashi Kant, Deepika, and Saheli Roy outline how AI systems learn from complex biological and chemical datasets.

AI and computer-aided design transform pharmaceutical research

A scientific review published in Discover Pharmaceutical Sciences evaluates how computational methods are transforming drug development. Bringing a new medication to market requires approximately 2.6 billion dollars and spans 10 to 15 years, with over 96 percent failure in drug discovery. Researchers are using computer-aided drug design and automated platforms to evaluate molecular properties before committing laboratory resources. The review covers technologies including AlphaFold, ColabFold, and IBM Watson for analyzing complex clinical data and biological structures.

Should you trust new AI agents with your money and data

Tech companies are promoting agentic AI as a new way for consumers to shop and manage finances. The NPR segment explores whether people should trust AI systems when their money and personal data are involved. The discussion highlights growing concerns about relying on artificial intelligence agents for financial decisions and data privacy. The piece aired on November 10, 2026, as part of NPR's AI Personal Finances coverage.

Designing effective independent verification organizations for AI

Independent verification organizations, or IVOs, are growing as a way to evaluate AI technologies. However, most current IVOs focus only on catastrophic frontier risks at the model level. A new paper argues IVOs should also evaluate systems, applications, and everyday risks across the full AI lifecycle. It draws on institutional models from finance, education, public health, and science to address funding, access, governance, and ecosystem placement.

Telegram's Walt launches standalone app with tokenized stocks and AI trading

Walt, formerly a crypto wallet inside Telegram, has launched a standalone app. It offers hundreds of cryptocurrencies, more than 100 tokenized US stocks and ETFs, yield products, and perpetual futures. The app also includes AI trading tools using ChatGPT, Claude, and Mira, an AI agent from parent company The Open Platform. Walt plans to add crypto payment cards and aims to combine crypto, traditional investments, and everyday payments in one place.

Tech investment rises but AI integration remains low, Experis finds

New Experis research shows 66% of tech professionals say their organizations are increasing AI investment. Only 9% report full integration of AI into operations and strategy. The study surveyed 1,930 technology leaders across 12 countries and was published by Experis, part of ManpowerGroup. Separately, 78% of senior technology leaders report increasing cybersecurity investment.

Securing autonomous AI agents in enterprise SaaS

Autonomous AI agents can now execute multi-step workflows across enterprise tools like Salesforce, GitHub, and Slack. This creates new security risks because traditional cybersecurity frameworks assume humans are behind every action. The article highlights risks from non-human identities, persistent OAuth grants, and indirect prompt injection. It calls for continuous identity governance, dynamic access controls, and real-time behavioral threat detection across SaaS platforms.

UK to build North Atlantic drone and AI network against Russian subs

The U.K. Ministry of Defense announced a $120 million investment in a system called Atlantic Net. The project will use drones, sensors, and AI systems to help the Royal Navy detect Russian submarines in the North Atlantic. It will also protect undersea cables and energy networks. Ocean Infinity Solutions was selected to build the system as the first phase of the Atlantic Bastion program.

PRIBIT AI partners with Jin Infra for ZTNA sales

PRIBIT AI signed a distribution agreement with Jin Infra on November 9. Jin Infra will distribute PRIBIT AI's PacketGo ZTNA solution to public institutions and financial firms in South Korea. The companies will also offer PacketGo OS, an AI governance platform. ZTNA verifies user identity and device each time access is requested. PacketGo uses software-defined perimeter architecture to minimize unauthorized access. The partnership aims to broaden customer reach for zero trust and AI governance solutions.

Sources

• Beyond Nvidia: 6 stocks winning the AI infrastructure buildout
• Beyond Nvidia: 6 stocks winning the AI infrastructure buildout
• As AI hardware sells off, is this chip designer now deeply undervalued?
• As AI hardware sells off, is this chip designer now deeply undervalued?
• At 13x earnings, is Qualcomm the most overlooked AI chip stock?
• Google Debuts Gemini AI Agent for Healthcare Operations
• Google Cloud launches Gemini for Healthcare in preview
• Review Evaluates Artificial Intelligence Tools Across Pharmaceutical Discovery and Development
• Computer-Aided Design and Artificial Intelligence Reshape Modern Pharmaceutical Discovery and Development
• Should you trust new AI agents with your money and data?
• Key Institutional Considerations for Designing Effective Independent Verification Organizations
• Telegram's Walt launches standalone app with tokenized stocks and AI trading
• 66% of tech professionals say their organizations are spending more on AI. Just 9% say it is fully integrated.
• Securing Autonomous AI Agents in Enterprise SaaS
• U.K. to Develop North Atlantic Network of Drones, AI Systems to Find Russian Subs
• PRIBIT AI Signs Distribution Deal With Jin Infra to Expand ZTNA Sales