Edward Sheldon’s ISA has taken a hit in recent weeks amid the AI sell-off. But he’s not panicking – instead, he’s looking for opportunities. A lot of AI stocks in my ISA and Self-Invested Personal Pension (SIPP) have tanked. From Nvidia…
South Korea's Kospi sank as much as 8.8% on November 6 and Taiwan suffered its worst week in at least 25 years as a US AI rout hit Asian chipmakers.......
The unraveling of the AI trade after the US midterm elections is forcing investors to rethink their Asia playbook, reviving demand for out-of-favor Chinese and Indian stocks as well as companies poised to benefit from easing inflation and trade tensions.
NEW YORK — The overwhelming victory by the Democrats in the midterm elections shook up Wall Street this week. The biggest tremors were felt in shares of companies tied to the boom in artificial intelligence on concerns that a Democratic Congress…
The chart compares the price movements of Cisco and the S&P 500, with the closing price on August 12 ($123.88), the announcement date of the previous earnings (FY2026 Q4), set as 100. Since the previous earnings were announced after the U.S. market close, the reaction to…
Tech selloff or opportunity? See why a Democratic Congress may not derail AI capex and why QQQ looks defensive at current valuations. - Thursday’s tech selloff priced Democratic midterm wins as a threat to the AI buildout, but I think it…
JFrog jumped on strong AI-driven growth, but rich valuation and GitLab competition raise risks. Read here for an analysis of FROG stock. - JFrog surged over 30% post-Q3 earnings, now up 70% YTD, fueled by strong AI-driven platform usage. - I maintain a sell…
By David Prior | Nov 7, 2026 | Economy & Business, Featured, News & Analysis A Democratic takeover of both chambers of Congress, fueled partly by campaign attacks on AI data centers, sent shockwaves through technology markets on Thursday, November 5, 2026. The stocks that absorbed the most…
The global artificial intelligence (AI) investment cycle may have peaked or could be entering a mid-cycle correction, with rising financing costs and concerns over the returns on massive capital expenditure likely to weigh on technology investments in the coming year,…
The US midterm elections could accelerate the ongoing rotation in stock markets, with the healthcare sector emerging as a potential defensive investment, according to Lou Miller, Global Head of Custom Basket Trading at Goldman Sachs. Speaking on Goldman Sachs’ The…
Analysis of individual AI stocks: picks, price targets, analyst upgrades and downgrades for Palantir, Broadcom, CoreWeave, AMD and others.
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