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 agentic workflows. Valuations have fallen to bear market lows last seen in 2022, with forward price-to-earnings ratios under 12x, indicating the market is pricing in significant risks. The sell-off may be an overreaction, presenting a potential buying opportunity as semiconductors remain essential for AI growth and technological expansion.
Despite the sharp sell-off noted in the news, Nvidia and TSM stocks are up on Pluang, with Nvidia gaining 3.67% and TSM rising 6.35%. The SMH ETF also shows a positive 3.66% change. These figures are as of Nov 07, 2026 00:02 WIB, indicating some buying interest after recent declines.
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...
Shares of major chipmakers like Nvidia, AMD, Micron Technology, Intel, Sandisk, and Broadcom surged on Friday, recovering from the sector's worst selloff in six years. Nvidia and AMD saw gains of over 5% and 11% respectively shortly after market open...
Chip stocks, led by AMD's 8% gain, are recovering after the semiconductor sector's worst sell-off since 2020, triggered by political fears over U.S. data center policies. Intel and NVIDIA also climbed 5%, but all remain down significantly over the pa...
