Veytics Intelligence
2026-11-12 · Yahoo

Nvidia succession uncertainty opens door for Google TPU and Broadcom, analyst says

Investing.com -- Alphabet's tensor processing units, alongside key development partners Broadcom and MediaTek, stand to emerge as the primary beneficiaries of the sudden leadership shakeup at Nvidia, according to TF International Securities analyst Ming-Chi Kuo. NVIDIA Corporation (NASDAQ:NVDA) shares dropped 4.9% on Thursday after Chief Executive Jensen Huang resigned with immediate effect, ending his 33-year tenure amid a governance crisis stemming from reports of two extramarital relationships and potential national-security scrutiny. Our AI stock portfolio is beating the S&P 500 by 118%. Discover the stocks we're buying and the opportunities we're watching next. Exclusive for Yahoo!

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