AI Stocks Sink. The Buildout Has a New Problem.
From Know Your Risk Podcast · 49:29
Show by Know Your Risk Radio
November 5, 2026 – Yesterday’s rally gave way to a sharp selloff, with chipmakers and AI infrastructure stocks taking some of the biggest hits. What changed—and how much of the damage reflects a different outlook versus investors rushing to unwind crowded trades?Zach and Chase examine how opposition to data centers, potential construction delays, and power constraints could change demand for chips, pressure margins, and challenge earnings expectations across the market. They also explore a surprising possibility: a slowdown could hurt chip suppliers while making existing, operational computing capacity more valuable.The conversation also covers renewed concerns about escalation in Iran, oil’s role as a portfolio hedge, gold’s resilience, and the debate over whether the election strengthened the political middle—or simply gave the extremes a bigger microphone.Schedule your free Know Your Risk Review at KnowYourRiskRadio.com
More episodes of Know Your Risk Podcast
More episodes
- Jensen Huang Resigns: What Happens to Nvidia Now?
- Is the Stock Market Now Too Big to Fail?
- Nvidia’s Scandal: Buying Opportunity or Bigger Trouble?
- Jensen Huang’s Scandal: How Exposed Is Nvidia?
- Is the Forced Selling Over?
- Reacting to the Blue Wave: Is the Market Overreacting?
- AI Is Spending Big. Will Customers Pay Up?
- Are Investors Hiding in the Wrong Stocks?
- AI Can Win. Your Stocks Can Still Lose.
- You Buy the Rally. Big Tech Sells More Stock.
PodSearch is a free, independent podcast search engine. Read about PodSearch, the privacy policy or contact us.