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The aBP Weekly: AI Stock Sell-Off Tests Global Markets After U.S. Midterms

Writer: Felix Ouma
Felix Ouma
3 days ago
5 min read

  • Wall Street Retreats: U.S. equities ended the week lower, with the Nasdaq falling 3.4% and the S&P 500 declining 2.7%, as investors reassessed technology valuations and the sustainability of the AI-driven rally.


  • AI Spending Under Scrutiny: Concerns over rising infrastructure costs, stretched valuations and the pace of AI monetization weighed on technology stocks, raising questions about whether future earnings can justify aggressive investment.


  • Oil Prices and Economic Signals: Brent crude declined sharply to approximately $98.32 per barrel, while the U.S. economy added 165,000 jobs in October. These developments shaped expectations for inflation, economic growth and the Federal Reserve's monetary policy.

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  • NVIDIA: NVIDIA (NASDAQ: NVDA) retained its Strong Buy rating in Henriot Capital's research portfolio, ranking 23rd with a recorded return of +3.41% since April 21, 2026. Despite near-term market volatility, its long-term investment outlook remains closely tied to global AI infrastructure demand.

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