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Investor scrutiny on AI grows as Nasdaq hits worst month since 2025, impacting U.S. equities outlook.

Market News
02 Nov 2026, 23:35 WIB
Seeking Alpha
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Neutral
Investor scrutiny on AI grows as Nasdaq hits worst month since 2025, impacting U.S. equities outlook.

Investor scrutiny of AI investments has increased this earnings season, contributing to the Nasdaq's worst month since March 2025. This shift has led to a downgrade of U.S. equities to neutral as investors seek proof of AI's payoff. The outlook remains uncertain with multiple possible outcomes for growth, profitability, and returns. Additionally, attention is on October U.S. jobs data, where a tight labor market and potential wage pressures could influence core services inflation.

AI's rising bill of expectations is presented here with market data for context. For readers following Technology-sector US stocks on Pluang, as of Nov 03, 2026 04:11 WIB, 38 out of 150 stocks rose while 111 fell. Notable movers include CORZ at USD 13.22 with a 1-day change of -8.39%, AEHR at USD 59.49 up 8.34%, and FIRY at USD 13.28 up 8.06%.

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