AI and chip stocks have collectively lost about $5 trillion in market value since early October, with major names like NVIDIA, Alphabet, SpaceX, and TSMC seeing significant declines. Hedge funds have cut their stock exposure by over 8% since June, marking the largest retreat since 2017, and are now underweight in AI stocks for the first time since 2023. This sell-off appears to be more about risk management than bearish sentiment, but the market reaction to NVIDIA's upcoming earnings report could trigger further volatility. Despite recent declines, NVIDIA's strong fundamentals and guidance suggest the sell-off may be a pause rather than a reversal of the AI growth story.
Despite the $5 trillion loss in AI and chip stocks since early October, NVIDIA shares on Pluang are up 2.87% at USD 207.85 as of Nov 03, 2026 20:51 WIB. Alphabet's stock shows a modest gain of 0.37% at USD 280.03, while SpaceX is trading at USD 137.61 with a 0.91% increase. These figures suggest some resilience in key AI-related stocks on Pluang despite broader market sell-offs.
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