NVIDIA's stock fell 9.26% on November 5, 2026, erasing about $450 billion in market value and causing CEO Jensen Huang's net worth to drop by $15.1 billion, pushing him from ninth to 13th richest on the Bloomberg Billionaires Index. The selloff was driven by investor fears of an AI spending slowdown linked to higher borrowing costs and potential delays in data center projects following the Democratic midterm election sweep. Despite these concerns, NVIDIA's recent earnings and guidance remain strong, with revenue growth and supply commitments intact. The market will closely watch NVIDIA's upcoming earnings report on November 17 for confirmation or reversal of the current pessimism.
Despite the recent selloff that pushed NVIDIA's CEO out of the top 10 richest, NVDA shares on Pluang have rebounded with a 3.39% gain in the last day. The stock trades at USD 187.76 with a market cap of $4.39 trillion, showing resilience as of Nov 07, 2026 02:51 WIB.
The Strive US Semiconductor ETF (SHOC) is still rated a Buy despite concerns over a possible US data center construction moratorium. Its portfolio, heavily weighted with Nvidia, Micron, and Broadcom, could see an 84% gain if global data center expans...
GE Vernova's stock has fallen over 25% in the past month amid fears of a Democratic sweep impacting industrial stocks. Despite this, the company’s order backlog has grown from $150B at the end of 2025 to nearly $200B in Q3 2026, with strong free cash...
Taiwan Semiconductor Manufacturing Company (TSMC), the main manufacturer behind AI chips for companies like Nvidia and Broadcom, is currently trading at a lower valuation compared to its customers despite strong revenue growth and high demand. TSMC r...
Bond yields for AI data center builders like CoreWeave have surged above 16%, reflecting investor concerns over rising financing costs amid political challenges and tighter credit conditions. Credit default swap costs have increased for major AI-link...
Semiconductor companies like Nvidia, AMD, and TSM saw a sharp sell-off, with the SMH ETF dropping more than 11% in one day. This decline comes despite these companies generating strong free cash flow and playing a critical role in AI computing and ag...
