The AI sector is experiencing a bubble burst marked by falling semiconductor stocks, increased leverage, and tighter monetary policies pressuring unprofitable tech companies. The author has exited major U.S. AI-related stocks and shifted investments to safer assets like bonds and lower-AI ETFs, while also betting on Nvidia's stock decline. Future phases may see defaults among cloud companies and potential bankruptcies in AI firms like OpenAI or Anthropic, posing broader market risks. This signals caution for investors amid growing instability in AI-driven markets.
Nvidia, a key player in the AI sector, is currently trading at USD 166.19 on Pluang, down 4.34% in the last day. This decline aligns with the broader AI market pressures described in the article. As of Nov 13, 2026 05:22 WIB, Nvidia's market cap stands at $4.20 trillion with a strong buy interest of 84% on Pluang.
Nvidia Corporation's CEO Jensen Huang has suddenly resigned, causing a significant drop in the company's share price and valuation. Although Nvidia's forward price-to-earnings ratio looks attractive at 18x and is expected to compress to 11x by fiscal...
Nvidia's CEO Jensen Huang abruptly resigned, causing a sharp decline in the company's stock price. Despite this, the company's business fundamentals and near-term sales outlook remain solid, supported by strong customer commitments and a capable lead...
Investor James Foord is fully investing in the iShares Semiconductor ETF (SOXX), citing extreme bearish sentiment, reduced leverage, and strong fundamentals as signals that the semiconductor sector has bottomed. Despite recent challenges like a board...
Alice Huang, alleged to be a Chinese spy and involved romantically with ousted Nvidia CEO Jensen Huang, owned stakes in companies benefiting Huawei, Nvidia's main competitor in China. Private intelligence firm Tesari uncovered her connections to enti...
The U.S. Department of Justice is investigating Alice Huang, linked to former Nvidia CEO Jensen Huang, over alleged smuggling of Super Micro Computer products into China. This probe adds to a separate investigation into her former company, Megaspeed ...
