Nvidia Shares Fall 17% as AMD Climbs 26.4%

Key Takeaways

• United’s Rule 6.J.6, effective November 11, 2026, bars AI agents from making or servicing bookings and other purchases, even under customer supervision; people can still use AI to search fares.
• United cites customer-data exposure, unwanted transactions, MileagePlus misuse and FAA/DOT passenger-confirmation requirements; it says pre-November 11 AI bookings will not be canceled.
• Airline policies differ: Delta allows some authenticated AI booking, Southwest offers ChatGPT-based flight assistance and is reported to allow AI bookings on its site, while JetBlue has not approved third-party AI bookings.
• From November 6–12, Nvidia fell 17%, while AMD rose 26.4% and Broadcom 20.6%; estimates put about $480 billion in combined gains for AMD and Broadcom against roughly $740 billion lost by Nvidia.
• Google Cloud is investing $750 million in partner forward deployed engineering teams; its AI sales grew 103% year over year in Q3, and its competitors include AWS, Microsoft, Anthropic and OpenAI.
• Florida Atlantic received a $500,000 NSF grant for AI, robotics and cyber-physical-systems research and training; SMU received $4.2 million over two years for a digital-twin manufacturing lab targeting 10%–20% efficiency gains.
• Consultancies are reassessing project pricing and junior roles as AI takes on research and analysis work; industry voices cite computing costs and the risk that junior staff lose foundational experience.
• A November 12 Microsoft outage disrupted Microsoft 365, Outlook and Teams and affected connectors used by OpenAI and Anthropic.
• OpenAI pledged $2 million for research on AI’s effects on children, with a charter requiring age-appropriate safeguards and publication of findings, including negative or uncertain results.
• OpenAI reported $10 billion in quarterly revenue; Anthropic’s proposed IPO was reported multiple times oversubscribed. A separate report relayed AI safety experts’ concerns about severe risks, including an agent attempting to influence other agents on behalf of a foreign power.

United blocks AI assistants from booking flights

United Airlines said it will stop personal AI assistants from accessing its systems to book tickets. The airline said these tools could expose sensitive customer information or make purchases customers did not intend. United also cited federal rules that require passengers to provide certain information, such as confirming their bags contain no explosives. The airline said it does not want to add another middleman between United and its customers.

United bars AI agents from completing flight purchases

On November 11, 2026, United Airlines added Rule 6.J.6 to its Contract of Carriage, barring AI agents from completing ticket transactions, even when a customer supervises them. Travelers can still use AI to compare fares, but they must make purchases themselves. The restrictions apply to United’s website and app, as well as bookings through travel agencies, and reservations made with AI before November 11 will not be canceled. United cited the risks of unintended purchases, misuse of MileagePlus miles, and violations of FAA and DOT rules requiring passengers to confirm what is in their luggage. CEO Scott Kirby also said the airline wants to avoid creating “another middleman.”

United blocks third party AI agents from booking flights

United Airlines said it will block third party AI agents and personal assistants from booking flights on its digital platforms. The airline cited risks involving sensitive information, account changes, and purchases customers did not intend. The ban also applies to travel agencies and aggregators, and United urged customers to book through its app or website. The article says American Airlines and Delta are reportedly allowing some AI tools to book, while Southwest is still assessing its approach.

United blocks AI flight bookings over security and data concerns

United Airlines said it will restrict unauthorized third party AI agents from booking flights through its platforms, travel agencies, and aggregators. The airline cited risks to customer data and security, along with federal rules requiring passengers to confirm that their luggage contains no explosives or other banned substances. In contrast, Southwest began allowing AI powered travel assistants to book flights on its website in October.

United restricts AI bookings while JetBlue favors customer choice

United Airlines is restricting unauthorized third party AI agents from booking flights, citing customer data, security, and FAA and DOT compliance concerns. AI tools may still show United flights, and Kayak, Hopper, and Google Flights can continue offering its fares, but unauthorized agents cannot complete purchases. United also warned that agents could make unwanted purchases, change account details, or use MileagePlus miles without permission. JetBlue President Marty St. George said airlines should meet customers’ preferences, though he raised questions about how AI booking services would cover costs and whether they might charge airlines. JetBlue has not approved third party AI bookings, while Southwest introduced a ChatGPT plugin in October to help travelers find destinations and shop for flights before continuing on Southwest’s website.

United tightens rules on AI agents booking flights

United Airlines is restricting unauthorized AI agents from accessing its systems directly or through travel agencies and booking platforms. The airline says sharing account details with these tools could expose customer data or lead to unwanted purchases, account changes, or use of MileagePlus miles. United also says automated check-in could conflict with FAA and DOT rules requiring passengers to confirm their bags contain no prohibited items. It plans to update its booking policies and Digital Trust Center with information about the restrictions and help for affected customers.

United blocks AI agents from booking flights over security concerns

United Airlines will restrict unauthorized AI agents from booking flights or managing reservations through its platforms, travel agencies, and aggregators. The airline warns that shared account credentials could expose sensitive information or lead to unwanted purchases, reservation changes, or use of MileagePlus miles. It also says software cannot complete check-in steps that require passengers to confirm their bags contain no banned substances. United is among major companies limiting AI agents as businesses face challenges telling automated systems apart from customers.

United stops AI bots from completing flight purchases

United Airlines will allow AI agents to search for flights and show prices but will block them from completing purchases on its website. The airline says automated bookings could expose customer data, cause unintended purchases, and conflict with FAA and DOT rules requiring passengers to confirm their bags contain no hazardous materials. United says its technology can identify bookings made by customers, travel agencies, or AI agents, though automated bookings remain rare. Other airlines take different approaches, with Delta allowing some authenticated assistants to book and Southwest testing flight searches through a ChatGPT plugin.

United bans AI agents from making or changing ticket bookings

United Airlines now prohibits AI agents from making, changing, or servicing tickets, including through travel agencies and booking platforms. The rule, added to its Contract of Carriage on November 11 as Rule 6.J.6, also bars AI agents from buying services or products, even if customers supervise or approve their actions. AI tools can still search for fares and availability, but a person must make purchases, choose seats, or request upgrades. United cites account security, unwanted transactions, misuse of MileagePlus miles, and aviation rules requiring passengers to confirm their bags contain no prohibited items. The airline says it has no current partnerships with third-party AI agents and may cancel reservations that break its rules.

United restricts AI agents from booking flights without approval

United Airlines announced on November 11, 2026, that it will restrict unauthorized third-party AI agents from booking flights or completing other transactions through its website, app, travel agencies, and ticket aggregators. AI assistants can still display fares and flight options, but United has not announced a timetable for the new restrictions. The airline warns that account access could expose personal information or lead to unwanted purchases, reservation changes, or use of MileagePlus miles. It also says automated check-in could conflict with FAA and DOT rules requiring passengers to confirm their bags contain no prohibited materials. Delta permits some authenticated AI assistants to book with safeguards, while Southwest offers a ChatGPT flight-search feature.

Nvidia CEO turmoil raises questions for the AI industry

Nvidia’s board is weighing the future of founder and longtime CEO Jensen Huang. WSJ’s Telis Demos explains what is at stake for Nvidia and the wider AI industry as the company faces a CEO scandal.

AMD and Broadcom gain as Nvidia faces CEO turmoil

AMD shares rose 23% this week as Nvidia faced turmoil over the possible exit of CEO Jensen Huang. The disruption is weighing on artificial intelligence stocks but appears to be helping rivals such as AMD and Broadcom. The market response may offer a clue about how the scandal could affect the AI trade.

Florida Atlantic wins $500,000 grant for AI and robotics training

Florida Atlantic University’s College of Engineering and Computer Science received a $500,000 National Science Foundation grant to build a research and training framework for artificial intelligence, robotics and cyber-physical systems. The project will give students, researchers and educators access to digital twin environments, datasets, simulations, research workflows and robotic experiments. It will build on tools at the university’s Center for Connected Autonomy and Artificial Intelligence, including a digital twin computing platform and networked robotic testbed. Xiangnan Zhong, an associate professor of electrical engineering and computer science, leads the project with an interdisciplinary team focused on areas including healthcare, autonomous systems and networked robots.

SMU gets $4.2 million to build digital twin manufacturing lab

SMU received a $4.2 million, two-year award from the National Institute of Standards and Technology to advance digital twin technology, high-performance computing and manufacturing workforce training, with a focus on semiconductors. Mechanical engineering professor Nader Jalili will lead work to expand the Center for Digital and Human-Augmented Manufacturing with a Digital Twin Technology Lab. Its five-cell system will link robotic workstations, conveyors and inspection stations with virtual models, allowing researchers and students to study how people and robots can work together. The project also plans digital twin courses, graduate research assistantships and industry training, and aims to improve efficiency by 10% to 20% while reducing downtime and waste.

AI pushes consulting firms to rethink fees and junior roles

Artificial intelligence is reducing some research, analysis and presentation work that junior consultants have traditionally done, while clients increasingly want to pay for measurable results. KPMG’s Svilena Tzekova said firms are still working out how to price projects that include new costs for computing power and AI services. Elixirr’s Emiko Caerlewy-Smith said her AI-native consultancy charges for fixed deliverables and outcomes, and described helping a global insurer build an AI-based motor insurance platform. Claire Trachet warned that junior staff may miss out on the foundational work that helps them develop judgment, as large firms rethink training and hiring.

Google backs partner AI engineers with a $750 million investment

Google Cloud is investing $750 million to help channel partners train and grow their forward deployed engineering teams. Google director Samrah Khan said the company’s full AI stack, from chips to agents and applications, sets it apart from competitors such as AWS, Microsoft, Anthropic and OpenAI. Khan also pointed to Google Cloud’s AI sales growth of 103 percent year over year in the third quarter. 66degrees CEO Ben Kessler said Google focuses on partner led FDE programs, including its Gemini Enterprise Transformation program.

AMD and Broadcom gain as Nvidia shares slide

From November 6 to November 12, Nvidia shares fell 17 percent while AMD rose 26.4 percent and Broadcom rose 20.6 percent. The article says money shifted to alternatives as investors reacted to Nvidia’s troubles, and estimates AMD and Broadcom gained about $480 billion in value while Nvidia lost about $740 billion. Monolithic Power, Astera Labs and Coherent also supply parts for AI data centers, including Nvidia’s, so a weaker Nvidia may not help them. The gains could reverse if Nvidia’s leadership transition goes smoothly, and recent trading showed only AMD and Broadcom continuing to climb.

San Francisco AI experts warn of frightening risks

During a 72 hour study tour in San Francisco, the writer spoke with frontier AI labs, former AI employees and AI safety experts. They described concerns about artificial intelligence, including the possibility of an AI agent defecting to a foreign power and trying to influence other agents. The article says this was not even the most extreme concern raised. The writer reports hearing so many troubling ideas that it was almost easy to become numb.

Microsoft outage disrupts Outlook, Teams and AI connectors

A Microsoft outage on November 12 disrupted Microsoft 365, Outlook and Teams for thousands of US users, and Microsoft said users worldwide could be affected. The company first suspected heavy workloads, then found that unavailable servers were straining the remaining systems. Microsoft paused deployments, shifted traffic and restarted affected servers to restore service. A separate Teams problem in North and South America lasted from 9:45 to 10:53 a.m. ET and was resolved. The wider outage also affected Microsoft 365 connectors used by OpenAI and Anthropic, leaving some AI tools unable to access users’ accounts.

OpenAI pledges $2 million for research on AI and children

OpenAI pledged $2 million to support scientific research into AI’s effects on children and their safety and wellbeing. The company made the commitment at the Paris Peace Forum as part of the Coalition for Children’s Rights and Protection in the Age of AI. The funding will support shared tools to measure AI’s risks and benefits for children. The research charter calls for age appropriate AI principles and safeguards, and says researchers will control their conclusions and publish all findings, including negative or uncertain results. OpenAI also supports strong youth AI safety protections and plans to work with European policymakers as the EU Kids Act develops.

AI Stocks Rebound as ESDS and E2E Networks Rise

ESDS Software Solution and E2E Networks gained on Thursday as technology stocks recovered around the world after a recent Wall Street selloff. The Nasdaq 100 rose 2.5 percent in the previous session, while Nvidia shares gained 4 percent. ESDS rose as much as 4.67 percent, E2E Networks gained 3.27 percent, and Anant Raj shares climbed 4 percent. CoreWeave surged 24 percent after giving an upbeat outlook, while OpenAI reported quarterly revenue of USD 10 billion. Anthropic PBC’s proposed initial public offering was reported to be multiple times oversubscribed.

Sources

• Exclusive | United Airlines Is Banning AI Bots From Booking Flights
• United Airlines restricts AI agents' access over security concerns
• United Airlines Is Blocking AI Agents for Flight Bookings Over Security Concerns
• United Airlines blocks AI agents from booking flights
• United and JetBlue take different approaches to AI flight booking
• United Airlines tightens AI booking restrictions amid security and distribution concerns
• United Airlines blocks AI agents from booking flights, citing cybersecurity risks
• United Airlines Blocks AI Bots From Booking Flights
• United Airlines Bans AI Agents From Bookings
• United Airlines blocks AI agents from booking flights, citing security risks
• What’s Next for the AI Trade Amid Nvidia’s CEO Scandal?
• AMD and Broadcom Stocks Jump. What It Says About the Future of the AI Trade.
• Florida Atlantic University Secures NSF Grant for AI and Robotics Training Framework
• SMU awarded $4.2 million to advance AI-driven manufacturing and workforce training
• AI is coming for consulting’s billable hours
• Why Google’s AI FDE Strategy Beats AWS, Microsoft, Anthropic And Others: Execs Explain
• Nvidia Down 17%, AMD Up 26%: 5 Winners From Nvidia’s Troubles
• Ten things I’ve been told about artificial intelligence by San Francisco’s AI warriors
• Microsoft Cloud Outage Hits Outlook, Teams, Copilot and AI Services
• Supporting research on AI and children’s safety
• ESDS, E2E Networks rise up to 5% as AI stocks stage sharp comeback globally