The recent selloff in AI-related stocks is considered an overreaction, as major chipmakers like TSMC, Nvidia, Broadcom, and Micron face limited direct impact from political delays. While AI project costs are rising and timelines are slowing, hyperscalers continue robust capital spending with most projects funded or underway. The author selectively buys blue-chip AI suppliers with solid fundamentals, while cautioning that companies like Neoclouds and Oracle face justified selloffs due to direct revenue and debt risks from delays. Overall, the AI buildout remains strong despite temporary market jitters.
The AI sector's recent selloff is visible on Pluang, where Nvidia shares dropped 8.62% to USD 182.88 as of Nov 06, 2026 03:21 WIB. Broadcom also declined by 9.30%, trading at USD 295.22 at the same time. Meanwhile, Micron saw a sharper 14.93% fall, priced at USD 676.53, reflecting the sector's volatility despite ongoing AI investments.
Nvidia's stock is approaching bear market territory after falling more than 23.5% from its peak on October 6, 2026. The selloff in tech stocks has intensified due to political uncertainty following recent election results. Despite the decline, some p...
Despite recent volatility, NVIDIA, Amazon, and Palantir are posting strong growth. NVIDIA aims for $400 by 2027, driven by rapid revenue growth and supply constraints, with a 93% gain needed from current prices. Amazon's target of $350 depends on AWS...
Nvidia shares fell 5.23% amid sector-wide selling linked to potential AI regulations after the midterm elections, with no company-specific news. Nvidia is the largest holding in major index funds like the S&P 500 ETF, Nasdaq-100 ETF, and a semiconduc...
Chip stocks including Sandisk, AMD, Micron, Western Digital, Seagate, Intel, and Nvidia saw sharp declines, with Sandisk down 20% and others falling over 15%. This selloff pushed the Nasdaq Composite toward its worst day since April 2025. Investors a...
AMD's stock dropped 13% following its strongest and most profitable quarter ever, as investors worry about potential AI regulations from a newly Democratic-controlled US Congress. NVIDIA and Intel also fell 7% and 8% respectively, amid concerns that ...
