Nasdaq rebounds but posts fourth straight weekly decline

Nasdaq rebounds but posts fourth straight weekly decline

By Colin Barr and Shashwat Chauhan

Fri November 6, 2026  

After Thursday’s severe drubbing, tech stocks had a bit of a recovery today. Both indexes started well into the black, the Nasdaq up over 500 by noon, the S&P over 90, then both began a gradual deceleration but both still ended the day reasonably in the black, though regaining a fraction of what was lost yesterday. Correspondingly, the Dow started the day deeply in the red down over 500 but then almost immediately rebounded to reach a high of a +140 by noon before declining to a 237 point loss at close.  

Nasdaq posts biggest daily drop in 19 months on fears of AI regulations

Nasdaq posts biggest daily drop in 19 months on fears of AI regulations

By Noel Randewich and Utkarsh Hathi

Thu November 5, 2026  

On Wednesday, investors were elated by the Democrat victory, knowing that they’d be pushing for a slowdown in the AI buildout but also now thinking that might be a good thing. After all, Wall Street has been nervous for quite some time about the breakneck pace and huge expenses that could probably benefit from a pause. Thursday, they went 180 degrees in the opposite direction as if they suddenly woke up and asked themselves, “Why are we cheering? This rapid buildout is the main reason we’ve been doing so well. This is going to eat into our profits!” Thus, following one of the biggest surges in years on Wednesday, today we had one of the biggest slumps, in fact THE biggest one-day drop since the notorious “Liberation Day” April 2025.  

Wall Street ends higher after Democrats win Congress; data center stocks tumble

Wall Street ends higher after Democrats win Congress; data center stocks tumble

By Noel Randewich and Shashwat Chauhan

Wed November 4, 2026  

Wall Street just loved the way the midterms turned out not only because of the removal of a lot of uncertainty but because with the Dems in control the war ending sooner rather than later now seems like a much better bet. There’s also the AI issue which was also taken as a good thing given that the Dems will likely push for a slowdown which investors now feel may very well benefit the industry.  

Nasdaq ends higher as AI heavyweights rebound ahead of midterm results

Nasdaq ends higher as AI heavyweights rebound ahead of midterm results

By Noel Randewich

Tue November 3, 2026  

It was a day of buying the dip as both tech indexes did rather well. Ahead of election results, investors decided it was time to take on more risk. The only loser was Apple which, despite beating estimates, dropped 1.9% on its announcement that the price of chips would likely continue to rise which would impact their holiday profit margins. Chip makers Micron and Nvidia did however rise, 2.6% and 2.3% respectively, as well as the broader chip index. Go figure.  

S&P 500 ends down; Apple dips ahead of quarterly report

S&P 500 ends down; Apple dips ahead of quarterly report

By Noel Randewich and Shashwat Chauhan

Mon November 2, 2026  

Concerns over AI over-expenditures continue to haunt the tech sector as both indexes began steady declines after reaching their heights around 10:30 a.m. but closed well into the red, a substantial 3-digits again for the Nasdaq but not as bad as Friday. The Dow also had a steady decline after reaching a high of nearly a +700 by 10:30 a.m. but still managed to close a healthy 3-digits in the black. The flight once again from tech translated into gains in the industrial sectors. Being the eve of the midterms with the expectation that at least the House will go to the Democrats probably also contributed to the selloff.  

Wall Street closes sharply lower as AI cash burn fears spark tech selloff

Wall Street closes sharply lower as AI cash burn fears spark tech selloff

By Stephen Culp and Purvi Agarwal

Fri October 30, 2026

I made an educated guess last week that if the tech Q3 reports came in poorly this week, the market would tank. And that’s pretty much what’s happened the last few days and with particular force today what with Amazon and Intel coming in so poorly, all reinforcing the massive burning of cash for the AI-buildouts. Thus, sentiment over the potential future profitability of AI took a drastic turn for the worse today as all the indexes had enormous 3-digit pullbacks. Even the S&P went well past a 100-point loss. It was sufficiently serious that Intel alone lost close to 30% of its capitalization in just this single day.  

Wall Street ends lower as Alphabet revenue miss revives AI capex jitters

Wall Street ends lower as Alphabet revenue miss revives AI capex jitters

By Stephen Culp and Shashwat Chauhan

Thu October 29, 2026 

It’s the same old story we’ve heard many times before. One day AI companies turn in good reports and the whole market forgets all their fears and buy like crazy. Another day, a bad report resurfaces all those debt fears and sends everyone to the exits. Today’s disappointing Alphabet report brought concerns over the huge AI debt loads to the front burner again, sending all three indexes straight down into 3-digit losses. Just as yesterday the indexes all gained about ¼%, today the Dow and S&P lost about that much. But the Nasdaq took the real drubbing losing almost 1.4%, sending the overall chip index down the same 1.4%.