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Nvidia CEO search, Micron swings and Broadcom gains frame a key week

· 5 sources

Reuters reports Bessent wants Nvidia to look outside for a new CEO, as Micron and Broadcom draw attention ahead of Nvidia's closely watched earnings call.

What happened

Reuters reports that Bessent said Nvidia must go outside the company to find a new CEO. MarketWatch describes Nvidia as preparing for one of Wall Street's most anticipated earnings calls in years.

Barchart.com says Broadcom stock jumped as what it calls Nvidia's leadership crisis opens a billion-dollar opportunity for Broadcom's AI chip business. Yahoo Finance UK lists the Anthropic IPO and Nvidia's earnings among the main market events of the week.

TIKR.com reports that Micron moved 17% lower and 12% higher within a week, as a pause at a Taiwan fab coincided with a strong quarter from CoreWeave that revived interest in memory stocks.

Context

Nvidia, Broadcom and Micron are all tied to the demand for AI computing hardware, so news about one company in the group is often read alongside the others.

Why it matters

Leadership questions at Nvidia and its upcoming earnings call could shape how investors view the wider AI chip and memory sector.

Stocks in this story

Price changes are shown for the trading day of the story and are a coincidence in time, not proof that the news caused them. Figures are ATLAS data from our database.

NVIDIANVDA

−2.01%

Technology · NASDAQ

Live price
$162.85

live price · USD

Latest close before this story
$162.85−2.01% vs. previous close ($166.19) · November 13
Fair value (ATLAS)
$164.32Fair range: $119.90 to $214.75The price ($162.85) is 0.9% below that figure: close to its fair value.
Chance of a rise in 1 month
48%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $147.62 and $177.48; 9 in 10, between $125.38 and $208.96.
See the full ATLAS analysis of NVIDIA →

BroadcomAVGO

−4.76%

Technology · NASDAQ

Live price
$347.01

live price · USD

Latest close before this story
$347.01−4.76% vs. previous close ($364.36) · November 13
Fair value (ATLAS)
$227.80Fair range: $176.86 to $314.07The price ($347.01) is 52.3% above that figure.
Chance of a rise in 1 month
47%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $308.74 and $382.18; 9 in 10, between $255.54 and $461.76.
See the full ATLAS analysis of Broadcom →

Micron TechnologyMU

−2.52%

Technology · NASDAQ

Live price
$778.31

live price · USD

Latest close before this story
$778.31−2.52% vs. previous close ($798.44) · November 13
Fair value (ATLAS)
$362.01Fair range: $98.64 to $558.38The price ($778.31) is 115.0% above that figure.
Chance of a rise in 1 month
45%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $650.84 and $882.37; 9 in 10, between $496.93 and $1,155.64.
See the full ATLAS analysis of Micron Technology →

Closing prices, fair value and probabilities: ATLAS own data. How we calculate fair value.

Sources

ATLAS writes its own summaries from the reporting of these outlets. Each link opens the original publisher.

  1. Micron Jumps 12% as CoreWeave’s “Breakout Quarter” Revives the Memory Trade · TIKR.com · November 14, 2026
  2. Broadcom Stock Jumps as Nvidia’s Leadership Crisis Raises a Billion-Dollar Opportunity for Its AI Chip Business · Barchart.com · November 15, 2026
  3. This week on the stock market: the Anthropic IPO and Nvidia’s earnings · Yahoo Finance UK · November 15, 2026
  4. Nvidia is gearing up for one of Wall Street’s most anticipated earnings calls in years · MarketWatch · November 15, 2026
  5. Bessent says Nvidia must 'go outside the company' to find new CEO · Reuters · November 15, 2026

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Latest market news · Markets today on ATLAS · NVIDIA · Broadcom · Micron Technology

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