BUZZ - Artificial intelligence and technology stocks rebound after significant sell-off
路透社2026/11/06 12:41November 6 - ** After Thursday's stock market plunge, U.S. artificial intelligence and tech stocks rebounded in premarket trading
** The tech-heavy Nasdaq 100 Index .NDX lost $2.5 trillion in market value on Thursday (link), marking its largest single-day drop since "Liberation Day" in April 2025
** "The midterm election results have made the situation complicated, as the Democrats now hold greater influence. This could slow the pace of data center deployments and lead to exploration of new ways to regulate the industry," said AJ Bell Head of Markets Dan Coatsworth
NEOCLOUDS
** CoreWeave CRWV.O, once a hallmark of massive AI spending and borrowing, dropped to an 18-month low on Thursday before rebounding nearly 10%
** Peer company Nebius NBIS.O rose 11.3%, while IREN IREN.O jumped 19% after reporting first-quarter revenue that beat expectations (link)
** The Roundhill Neocloud ETF NCLD.O rose 10% today after hitting a record low in the previous trading session
Server Manufacturers
** Server makers Dell DELL.K, Super Micro SMCI.O, and Hewlett Packard HPE.N saw their share prices rise between 6.1% and 8.6%
Data Center Operators
** Core Scientific CORZ.O, Hut 8 Corp HUT.O, and Cipher Digital CIFR.O recorded gains of between 5.3% and 12.3%
** The Global X Data Center & Digital Infrastructure ETF DTCR.O is up over 17% so far this year
Data Center Power Supply Chain
** Energy infrastructure company GE Vernova GEV.N and power producer Vistra VST.N gained 3.5% and 5.4%, respectively
(To assist non-English speakers, Reuters has automatically translated its reports into several other languages. Since automated translation may contain errors or lack necessary context, Reuters does not guarantee the accuracy of translated texts and provides them only for readers' convenience. Reuters accepts no responsibility for any damage or loss caused by the use of automated translation services.)
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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