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AI Stocks Fall on November 6, 2025: Nvidia, AMD, Palantir Lead Slide as Valuation Jitters Return

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6 November 2025

Published November 6, 2025

U.S. stocks with heavy artificial‑intelligence exposure traded broadly lower on Thursday, Nov. 6, 2025, as a renewed tech sell‑off, lingering tariff and macro uncertainty, and fresh hand‑wringing over lofty AI valuations weighed on risk appetite. Major indexes slipped with Big Tech dragging, while a handful of software names bucked the trend. [1]

What’s driving today’s AI slump

  • Tech-led risk‑off: Markets faded as investors rotated out of richly valued AI beneficiaries. Microsoft, Nvidia and other megacaps traded lower alongside the broader tech cohort. [2]
  • Macro fog & policy noise: Ongoing tariff questions, constrained economic data amid a prolonged government shutdown, and mixed labor indicators kept the “soft‑landing” narrative wobbly, pressuring high-duration growth equities. [3]
  • “Is AI overvalued?” debate heats up: Strategists and investors flagged stretched multiples after a year of outsized gains; the week’s wobble underscored how dependent U.S. indices are on AI‑linked tech leadership. [4]
  • Single‑stock headlines add friction:
    • Salesforce (CRM) slumped and, with Amazon (AMZN), was cited among the biggest drags on the Dow on Thursday. [5]
    • Super Micro Computer (SMCI) remained under pressure following this week’s earnings and delivery‑timing commentary tied to large AI racks. [6]

Scoreboard: U.S. AI‑linked stocks trading lower today (intraday)

Intraday snapshot around 10:58 a.m. ET (15:58 UTC). Moves are versus prior close; data will update through the session.

  • AMD −8.0%
  • Salesforce (CRM) −6.6%
  • Palantir (PLTR) −4.8%
  • C3.ai (AI) −4.2%
  • Oracle (ORCL) −4.0%
  • Intel (INTC) −3.1%
  • Nvidia (NVDA) −2.6%
  • Amazon (AMZN) −2.4%
  • CrowdStrike (CRWD) −2.3%
  • Meta (META) −2.1%
  • Microsoft (MSFT) −2.1%
  • Arm (ARM) −2.7%
  • Broadcom (AVGO) −1.6%
  • Super Micro Computer (SMCI) −1.3%
  • Alphabet (GOOGL) −1.0%
  • Micron (MU) −0.9%
  • Snowflake (SNOW) −0.5%
  • SoundHound AI (SOUN) −4.8%

Outlier:Datadog (DDOG) +22% after upbeat reaction to recent results/guidance—one of the few AI‑exposed software names in the green.

Intraday pricing sourced from live market data at ~15:58 UTC for representative names (NVDA, AMD, MSFT, GOOGL, AMZN, META).

The bigger picture: Why today’s pullback matters

  • Market leadership concentration: This week’s wobble is a reminder that the S&P 500 and Nasdaq are unusually reliant on AI‑centric tech for gains. When AI leaders stumble together, benchmarks feel it. [7]
  • Valuation sensitivity to macro: With policy uncertainty and patchy data, any hint of higher‑for‑longer rates compresses multiples most acutely in long‑duration growth—precisely where AI champions trade. [8]
  • Earnings dispersion underneath the surface: Hardware names face supply‑chain and delivery‑timing swings (e.g., SMCI), while select software/infrastructure names can still pop on beats and strong outlooks (e.g., DDOG), reinforcing a bar‑belled tape. [9]

What to watch next

  1. Policy headlines & yields: Any update on tariffs or clarity on the shutdown’s duration could reset macro risk premia—and with it, AI multiples. [10]
  2. Upcoming earnings/guidance: Post‑earnings drift has been unforgiving for AI leaders priced for perfection. Watch for guidance revisions and commentary on AI capex payback periods. [11]
  3. Breadth & leadership: If defensive and non‑AI cyclicals take the baton while AI stalls, index‑level volatility could persist. [12]

Methodology: Which “AI stocks” did we track?

This roundup focuses on prominent U.S.-listed companies with material AI exposure across chips & systems (NVDA, AMD, AVGO, INTC, ARM, MU, SMCI), cloud/data & enterprise software (MSFT, GOOGL, AMZN, META, ORCL, CRM, SNOW, DDOG), and AI‑application pure plays (PLTR, AI, SOUN, CRWD). Prices reflect intraday market data around 10:58 a.m. ET; performance can change into the close.

What Triggered The AI Stocks Sell-Off? I Why Global Stock Markets Fell Over AI Bubble Fears
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References

1. www.reuters.com, 2. www.reuters.com, 3. www.reuters.com, 4. www.reuters.com, 5. www.marketwatch.com, 6. www.reuters.com, 7. www.reuters.com, 8. www.reuters.com, 9. www.reuters.com, 10. www.reuters.com, 11. www.reuters.com, 12. www.reuters.com

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CEO of TS2 Space and founder of TS2.tech. Expert in satellites, telecommunications, and emerging technologies, covering trends in space, AI, and connectivity.

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