{"id":346109,"date":"2026-11-13T10:35:31","date_gmt":"2026-11-13T05:05:31","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=346109"},"modified":"2026-11-13T10:35:31","modified_gmt":"2026-11-13T05:05:31","slug":"ai-stocks-after-nvidia-crash-amd-broadcom-micron-compared","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/ai-stocks-after-nvidia-crash-amd-broadcom-micron-compared\/","title":{"rendered":"AI Stocks After Nvidia Crash: AMD, Broadcom and Micron Compared on 13 November 2026 as Jensen Huang&#8217;s Exit Raises Credibility Questions"},"content":{"rendered":"<p style=\"border-left:4px solid #1F4E79;background:#EBF3FB;padding:10px 16px;font-style:italic;\"><em>Nvidia $166.19 (-4.34%) on 12 Nov. AMD $585.30 (+5.86%). Broadcom $364.36 (+5.54%). Micron $798.44 (-1.59%). Huang resigned; Kress is interim CEO.<\/em><\/p>\n<div style=\"background:#F0F9FF;border-left:4px solid #2E7D32;border-radius:6px;padding:14px 18px;margin:18px 0;\">\n<p style=\"margin:0;color:#1F4E79;font-size:14px;\"><strong>Quick Answer<\/strong><\/p>\n<p style=\"margin:8px 0 0;\">Nvidia fell 4.34% to 166.19 dollars on 12 November 2026 after Jensen Huang resigned as chief executive, while AMD rose 5.86% and Broadcom 5.54%. Micron slipped 1.59% after a large jump the day before. Experts describe a credibility hit at Nvidia, but a rival&#8217;s gain on one day is not proof of a better investment. Compare each company&#8217;s valuation, growth source and risks before deciding, and keep total exposure to the AI theme in view. None of these shares trades on Indian exchanges.<\/p>\n<\/p><\/div>\n<p>AI stocks after Nvidia crash headlines are pulling investors toward a single question: where does money go next? Nvidia closed at 166.19 dollars on Thursday, down 4.34%, after Huang stepped down with immediate effect and the board began an investigation. The stock was already down about 20% over the past month and nearly a third below its peak value of 6 trillion dollars. The comparison below treats each of the AI chip stocks on its own terms.<\/p>\n<p>This article compares AMD, Broadcom and Micron, three names the market has been treating as alternatives, and sets out a framework for judging them. It does not recommend any stock. All figures are US market closes from 12 November unless stated, and Indian investors should note that none of these shares trades on Indian exchanges. AI chip stocks have become the main channel for that debate.<\/p>\n<p style=\"margin-top:24px;\"><a href=\"https:\/\/univest.in\/user\/log-in?utm_source=blogs&#038;utm_medium=ai-stocks-after-nvidia-crash\"><strong>Click Here &#8211; Get Free Investment Predictions<\/strong><\/a><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/ai-stocks-after-nvidia-crash-amd-broadcom-micron-compared\/#What_Happened_to_Nvidia_and_Why_Rivals_Rallied\" title=\"What Happened to Nvidia and Why Rivals Rallied\">What Happened to Nvidia and Why Rivals Rallied<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/ai-stocks-after-nvidia-crash-amd-broadcom-micron-compared\/#AI_Chip_Stocks_Compared_Prices_and_Moves\" title=\"AI Chip Stocks Compared: Prices and Moves\">AI Chip Stocks Compared: Prices and Moves<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/ai-stocks-after-nvidia-crash-amd-broadcom-micron-compared\/#Broadcom_Custom_Silicon_and_Customer_Concentration\" title=\"Broadcom: Custom Silicon and Customer Concentration\">Broadcom: Custom Silicon and Customer Concentration<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/ai-stocks-after-nvidia-crash-amd-broadcom-micron-compared\/#AMD_A_Direct_Challenger_With_Execution_Risk\" title=\"AMD: A Direct Challenger With Execution Risk\">AMD: A Direct Challenger With Execution Risk<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/ai-stocks-after-nvidia-crash-amd-broadcom-micron-compared\/#Micron_Memory_Demand_Low_Multiples_and_Cycle_Risk\" title=\"Micron: Memory Demand, Low Multiples and Cycle Risk\">Micron: Memory Demand, Low Multiples and Cycle Risk<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/ai-stocks-after-nvidia-crash-amd-broadcom-micron-compared\/#What_Experts_Are_Saying_Bulls_Bears_and_the_Middle_View\" title=\"What Experts Are Saying: Bulls, Bears and the Middle View\">What Experts Are Saying: Bulls, Bears and the Middle View<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/ai-stocks-after-nvidia-crash-amd-broadcom-micron-compared\/#A_Framework_for_Choosing_Among_AI_Stocks\" title=\"A Framework for Choosing Among AI Stocks\">A Framework for Choosing Among AI Stocks<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/ai-stocks-after-nvidia-crash-amd-broadcom-micron-compared\/#Risks_Facing_AI_Stocks_After_Nvidia_Crash_Right_Now\" title=\"Risks Facing AI Stocks After Nvidia Crash Right Now\">Risks Facing AI Stocks After Nvidia Crash Right Now<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/ai-stocks-after-nvidia-crash-amd-broadcom-micron-compared\/#What_It_Means_for_Indian_Investors\" title=\"What It Means for Indian Investors\">What It Means for Indian Investors<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/ai-stocks-after-nvidia-crash-amd-broadcom-micron-compared\/#Conclusion\" title=\"Conclusion\">Conclusion<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/ai-stocks-after-nvidia-crash-amd-broadcom-micron-compared\/#Frequently_Asked_Questions\" title=\"Frequently Asked Questions\">Frequently Asked Questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/ai-stocks-after-nvidia-crash-amd-broadcom-micron-compared\/#Which_AI_stocks_gained_after_Nvidia_fell_on_12_November_2026\" title=\"Which AI stocks gained after Nvidia fell on 12 November 2026?\">Which AI stocks gained after Nvidia fell on 12 November 2026?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/ai-stocks-after-nvidia-crash-amd-broadcom-micron-compared\/#Why_did_Nvidia_shares_fall_after_Jensen_Huang_resigned\" title=\"Why did Nvidia shares fall after Jensen Huang resigned?\">Why did Nvidia shares fall after Jensen Huang resigned?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/ai-stocks-after-nvidia-crash-amd-broadcom-micron-compared\/#Should_I_buy_other_AI_stocks_after_the_Nvidia_crash\" title=\"Should I buy other AI stocks after the Nvidia crash?\">Should I buy other AI stocks after the Nvidia crash?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/ai-stocks-after-nvidia-crash-amd-broadcom-micron-compared\/#How_do_AMD_Broadcom_and_Micron_differ_as_AI_investments\" title=\"How do AMD, Broadcom and Micron differ as AI investments?\">How do AMD, Broadcom and Micron differ as AI investments?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/ai-stocks-after-nvidia-crash-amd-broadcom-micron-compared\/#Is_Micron_at_a_low_valuation_compared_with_other_AI_stocks\" title=\"Is Micron at a low valuation compared with other AI stocks?\">Is Micron at a low valuation compared with other AI stocks?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/ai-stocks-after-nvidia-crash-amd-broadcom-micron-compared\/#What_are_the_main_risks_of_chasing_AI_chip_stocks_now\" title=\"What are the main risks of chasing AI chip stocks now?\">What are the main risks of chasing AI chip stocks now?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/univest.in\/blogs-2\/ai-stocks-after-nvidia-crash-amd-broadcom-micron-compared\/#Does_the_Nvidia_crash_affect_Indian_investors\" title=\"Does the Nvidia crash affect Indian investors?\">Does the Nvidia crash affect Indian investors?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/univest.in\/blogs-2\/ai-stocks-after-nvidia-crash-amd-broadcom-micron-compared\/#When_is_Nvidias_next_earnings_report\" title=\"When is Nvidia&#8217;s next earnings report?\">When is Nvidia&#8217;s next earnings report?<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"What_Happened_to_Nvidia_and_Why_Rivals_Rallied\"><\/span><strong>What Happened to Nvidia and Why Rivals Rallied<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Huang resigned as president, chief executive and director on 12 November, and chief financial officer Colette Kress became interim chief executive. Harvey Jones was named the company&#8217;s first chair, according to market reports. Experts quoted in coverage said the exit is a credibility loss and the biggest test the company has faced. Other AI stocks reacted on the same day.<\/p>\n<p>Rivals benefited from rotation. AMD closed at 585.30 dollars, up 5.86%, and Broadcom closed at 364.36 dollars, up 5.54%. Both were among the best performers in the S&#038;P 500. Intel fell 2.08% to 61.20 dollars and TSMC fell 1.90%, so the move was not a sector-wide rally. The Nasdaq slipped only 0.39%. AI chip stocks outside Nvidia therefore had mixed fortunes.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"AI_Chip_Stocks_Compared_Prices_and_Moves\"><\/span><strong>AI Chip Stocks Compared: Prices and Moves<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table style=\"border-collapse:collapse;width:100%;\" border=\"1\" cellpadding=\"8\">\n<thead>\n<tr>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Stock<\/th>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">12 November close<\/th>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">One-day move<\/th>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">What it is exposed to<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Nvidia<\/td>\n<td>$166.19<\/td>\n<td>Down 4.34%<\/td>\n<td>AI accelerators, leadership and governance questions<\/td>\n<\/tr>\n<tr>\n<td>AMD<\/td>\n<td>$585.30<\/td>\n<td>Up 5.86%<\/td>\n<td>Accelerators, processors, data centre share gains<\/td>\n<\/tr>\n<tr>\n<td>Broadcom<\/td>\n<td>$364.36<\/td>\n<td>Up 5.54%<\/td>\n<td>Custom AI chips and networking for cloud customers<\/td>\n<\/tr>\n<tr>\n<td>Micron<\/td>\n<td>$798.44<\/td>\n<td>Down 1.59%<\/td>\n<td>Memory chips for AI servers, cyclical pricing<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The AMD close of 585.30 dollars differs from the figure of about 568 dollars used in our earlier coverage, which was a trading-hours price. AMD closed about 11% below its 52-week high on heavy volume, more than double its average. AMD is up about 43% and Broadcom about 25% since 5 November, according to market commentary, so part of the rotation had already occurred. Other AI stocks have also moved fast since the start of the month.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Broadcom_Custom_Silicon_and_Customer_Concentration\"><\/span><strong>Broadcom: Custom Silicon and Customer Concentration<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Broadcom designs custom AI processors and networking chips for very large cloud companies. Commentary from 24\/7 Wall St expects Anthropic to be the largest custom-chip customer in 2027, which shows both the growth path and the dependence on a few big buyers. Such customers make Broadcom one of the larger AI chip stocks.<\/p>\n<p>The bull case is demand from cloud companies building their own chips to reduce reliance on Nvidia. The bear case is concentration, since a decision by a single customer to slow orders can move revenue, and the share price has already risen sharply in recent days. Other AI stocks tied to cloud spending share this tailwind.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"AMD_A_Direct_Challenger_With_Execution_Risk\"><\/span><strong>AMD: A Direct Challenger With Execution Risk<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>AMD competes with Nvidia in accelerators and also sells server processors. Market commentary has credited chief executive Lisa Su&#8217;s execution, and the rise after the Nvidia news shows how much investors want a second supplier. Among AI chip stocks, AMD is the most direct rival.<\/p>\n<p>Reported valuation figures vary by data provider, but AMD has traded at a much higher forward multiple than Nvidia or Micron in the data we reviewed. A premium multiple leaves less room for a slip in product launches or customer wins, and AMD still has far less AI revenue than Nvidia. Other AI stocks in the group trade at lower multiples.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Micron_Memory_Demand_Low_Multiples_and_Cycle_Risk\"><\/span><strong>Micron: Memory Demand, Low Multiples and Cycle Risk<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Micron closed at 798.44 dollars on 12 November, down 1.59%, after jumping 11.89% on 11 November when CoreWeave said its capacity was largely sold out through 2027. The stock is about 34% below its record close of 1,213.56 dollars on 25 June, our own calculation, and is still up about 154% this year.<\/p>\n<table style=\"border-collapse:collapse;width:100%;\" border=\"1\" cellpadding=\"8\">\n<thead>\n<tr>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Micron data point<\/th>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Value<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Trailing PE<\/td>\n<td>About 10.9 times<\/td>\n<\/tr>\n<tr>\n<td>Earnings per share (trailing)<\/td>\n<td>$73.15<\/td>\n<\/tr>\n<tr>\n<td>Market cap<\/td>\n<td>About $903 billion<\/td>\n<\/tr>\n<tr>\n<td>FY26 revenue<\/td>\n<td>$133.19 billion<\/td>\n<\/tr>\n<tr>\n<td>Next earnings<\/td>\n<td>23 December 2026<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>A low multiple on high earnings can signal opportunity, or it can signal that the market expects earnings to fall when memory prices turn. That cycle risk is the central question for Micron, and it is different from the leadership and valuation questions at Nvidia. AI chip stocks tied to memory face this problem more than others.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"What_Experts_Are_Saying_Bulls_Bears_and_the_Middle_View\"><\/span><strong>What Experts Are Saying: Bulls, Bears and the Middle View<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table style=\"border-collapse:collapse;width:100%;\" border=\"1\" cellpadding=\"8\">\n<thead>\n<tr>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Voice<\/th>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">View in brief<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>DA Davidson (Gil Lauria)<\/td>\n<td>Keeps Buy on Nvidia with a target of 200 dollars, and prefers AMD, Broadcom and Micron in the near term<\/td>\n<\/tr>\n<tr>\n<td>Argent Capital (Jed Ellerbroek)<\/td>\n<td>Sees an opportunity in several AI names, including AMD and Broadcom<\/td>\n<\/tr>\n<tr>\n<td>Paul Meeks<\/td>\n<td>Says he is buying Nvidia aggressively at current valuation levels<\/td>\n<\/tr>\n<tr>\n<td>Janus Henderson (Jeremiah Buckley)<\/td>\n<td>Calls the resignation a clearing event<\/td>\n<\/tr>\n<tr>\n<td>Law professor Ann Lipton<\/td>\n<td>Says the resignation strengthens shareholder claims and the board needs a succession plan<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The views split. Some analysts argue that product quality and demand are unchanged and the fall is a buying chance for Nvidia itself, which trades at about 17 times forward earnings according to the Motley Fool. Others see a governance and credibility problem that will linger until a permanent chief executive is named. AI stocks after Nvidia therefore draw very different expert opinions.<\/p>\n<p>Several commentators add that hyperscaler spending and AI adoption continue regardless of who leads Nvidia. That supports the whole group, but it also means rival stocks can fall together if spending plans change. AI chip stocks as a group benefit from that spending.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"A_Framework_for_Choosing_Among_AI_Stocks\"><\/span><strong>A Framework for Choosing Among AI Stocks<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table style=\"border-collapse:collapse;width:100%;\" border=\"1\" cellpadding=\"8\">\n<thead>\n<tr>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Question<\/th>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Why it matters<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>How much of revenue comes from AI?<\/td>\n<td>A smaller share means the stock depends less on one theme<\/td>\n<\/tr>\n<tr>\n<td>Who are the biggest customers?<\/td>\n<td>Concentration raises the risk of a single lost order<\/td>\n<\/tr>\n<tr>\n<td>What is the valuation versus growth?<\/td>\n<td>A high multiple needs growth to continue<\/td>\n<\/tr>\n<tr>\n<td>Is the business cyclical?<\/td>\n<td>Memory earnings can reverse quickly<\/td>\n<\/tr>\n<tr>\n<td>How much AI do I already own?<\/td>\n<td>Index funds and funds already hold large AI weights<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The questions matter more than the one-day price moves. A stock that rose 5.9% on a rotation day has not changed its customers, margins or valuation, so the check must be done on the fundamentals. This applies to every one of the AI chip stocks discussed here.<\/p>\n<p style=\"margin-top:24px;\"><a href=\"https:\/\/univest.in\/screeners\"><strong>Screen stocks by valuation, growth and quality on the Univest Screener<\/strong><\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Risks_Facing_AI_Stocks_After_Nvidia_Crash_Right_Now\"><\/span><strong>Risks Facing AI Stocks After Nvidia Crash Right Now<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Ten-year US Treasury yields above 5.1% raise financing costs for data centre builders and put pressure on high-multiple stocks. Reports on vendor financing and heavy borrowing by newer cloud companies have also led investors to question how sustainable the spending is. AI chip stocks with high multiples feel that pressure most.<\/p>\n<p>Governance remains an open risk at Nvidia, where the board review and the search for a permanent chief executive are unresolved. Volatility may stay high for all four stocks as new details emerge. Other AI stocks do not carry that specific risk.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"What_It_Means_for_Indian_Investors\"><\/span><strong>What It Means for Indian Investors<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table style=\"border-collapse:collapse;width:100%;\" border=\"1\" cellpadding=\"8\">\n<thead>\n<tr>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Channel<\/th>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">How the effect may reach India<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/indices\/nifty-50\/nifty-50-share-price-today\">Nifty 50 and foreign flows<\/a><\/td>\n<td>Weak global technology sentiment can reduce foreign buying of Indian shares<\/td>\n<\/tr>\n<tr>\n<td>Indian IT and electronics stocks<\/td>\n<td>Sentiment on AI spending can spill over into related companies<\/td>\n<\/tr>\n<tr>\n<td>Funds with US technology holdings<\/td>\n<td>Fund values move with a few large stocks<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Indian investors do not need to react to US prices daily. A look at existing exposure through funds and overseas accounts and a clear time horizon are more useful than chasing a rotation. Other AI stocks can be reviewed on a quarterly schedule instead.<\/p>\n<p style=\"margin-top:24px;\"><em>Download the <a href=\"http:\/\/apps.apple.com\/in\/app\/univest-stocks-investment\/id6443753518\" rel=\"nofollow noopener\" target=\"_blank\">Univest iOS App<\/a> or <a href=\"http:\/\/play.google.com\/store\/apps\/details?id=com.univest.capp&#038;hl=en_IN\" rel=\"nofollow noopener\" target=\"_blank\">Univest Android App<\/a> to follow Indian markets and set price alerts.<\/em><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><strong>Conclusion<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Nvidia&#8217;s leadership shock sent money toward AMD and Broadcom for a day, while Micron stayed tied to the memory cycle. None of the three is a risk-free alternative, because each has its own valuation, customer or cycle risk. A decision should rest on fundamentals, total AI exposure and personal risk limits, not on a single day of price moves. AI stocks after Nvidia crash headlines should be read with that in mind.<\/p>\n<div style=\"background:#CC0000;border-radius:8px;padding:16px 20px;margin:24px 0;\">\n<p style=\"color:#FFFFFF;font-size:13px;line-height:1.7;margin:0;\"><strong style=\"color:#FFFFFF;\">Disclaimer:<\/strong> Data and figures in this article are sourced from publicly available information. These may or may not be accurate. Please verify all data with the official NSE (nseindia.com) and BSE (bseindia.com) websites before making any investment decision. Investments in securities are subject to market risk. This content is for educational purposes only and is not investment advice by Univest (SEBI RA INH000013776).<\/p>\n<\/p><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Frequently_Asked_Questions\"><\/span><strong>Frequently Asked Questions<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"Which_AI_stocks_gained_after_Nvidia_fell_on_12_November_2026\"><\/span><strong>Which AI stocks gained after Nvidia fell on 12 November 2026?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> AMD closed up 5.86% at 585.30 dollars and Broadcom closed up 5.54% at 364.36 dollars, based on market reports. Micron fell 1.59% to 798.44 dollars after a 11.89% jump the day before. Nvidia closed 4.34% lower at 166.19 dollars. These are one-day moves and can reverse.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Why_did_Nvidia_shares_fall_after_Jensen_Huang_resigned\"><\/span><strong>Why did Nvidia shares fall after Jensen Huang resigned?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Huang resigned as president, chief executive and director with immediate effect, and chief financial officer Colette Kress became interim chief executive. Experts quoted in market coverage described the event as a credibility loss for the company. The board has also begun an investigation, details of which are not fully public, so uncertainty about leadership and governance weighed on the stock.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Should_I_buy_other_AI_stocks_after_the_Nvidia_crash\"><\/span><strong>Should I buy other AI stocks after the Nvidia crash?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Univest does not give buy or sell calls. A better approach is to compare valuation, earnings growth, customer concentration and cycle risk for each stock, decide how much total exposure to AI you already have, and avoid reacting to a single day of price moves. Rotation into a rival is a bet on that company&#8217;s own results, not a safe alternative.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"How_do_AMD_Broadcom_and_Micron_differ_as_AI_investments\"><\/span><strong>How do AMD, Broadcom and Micron differ as AI investments?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> AMD competes in AI accelerators and processors and depends on winning data centre share. Broadcom designs custom AI chips for large cloud customers and sells networking products. Micron makes memory chips, whose prices rise and fall in cycles. Each carries a different mix of growth, concentration and cycle risk.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Is_Micron_at_a_low_valuation_compared_with_other_AI_stocks\"><\/span><strong>Is Micron at a low valuation compared with other AI stocks?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Micron&#8217;s trailing PE is about 10.9 times on earnings per share of 73.15 dollars, which is far lower than many chip peers. Memory earnings are cyclical, so a low multiple on peak earnings can be a warning as well as an opportunity. The stock is about 34% below its record close of 1,213.56 dollars set on 25 June, by our own calculation.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_are_the_main_risks_of_chasing_AI_chip_stocks_now\"><\/span><strong>What are the main risks of chasing AI chip stocks now?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Prices have moved fast in both directions. AMD is up about 43% and Broadcom about 25% since 5 November, according to market commentary, which leaves less room for disappointment. Higher US bond yields, financing costs for data centre builders and customer concentration are also risks.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Does_the_Nvidia_crash_affect_Indian_investors\"><\/span><strong>Does the Nvidia crash affect Indian investors?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Direct effects are limited because Indian investors cannot buy these shares on Indian exchanges. Global technology sentiment can still reach Indian IT, electronics and the Nifty 50 through foreign investor flows, and investors holding US technology through funds should check how much they depend on a few large stocks.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"When_is_Nvidias_next_earnings_report\"><\/span><strong>When is Nvidia&#8217;s next earnings report?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Market commentary says Nvidia is due to report quarterly results later in November, but we could not confirm the exact date. Check the company&#8217;s investor relations page for the schedule. Micron&#8217;s next report is expected on 23 December 2026.<\/p>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"Which AI stocks gained after Nvidia fell on 12 November 2026?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"AMD closed up 5.86% at 585.30 dollars and Broadcom closed up 5.54% at 364.36 dollars, based on market reports. Micron fell 1.59% to 798.44 dollars after a 11.89% jump the day before. Nvidia closed 4.34% lower at 166.19 dollars. These are one-day moves and can reverse.\"}},{\"@type\":\"Question\",\"name\":\"Why did Nvidia shares fall after Jensen Huang resigned?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Huang resigned as president, chief executive and director with immediate effect, and chief financial officer Colette Kress became interim chief executive. 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