Veytics Intelligence
2026-11-09 · Yahoo

AI stocks have 2 major headwinds driving recent volatility

AI stocks rose on Monday, but markets remain on high alert amid fears that a slowdown in data center build-outs will upset the profit boom of the world's biggest companies — all of which are in tech. Those fears have become amplified in the wake of the "blue wave" that crested on Election Day, which could see newly elected Democratic senators and governors muck up the AI expansion. Additionally, there appears to be a second, less-obvious driver of the recent painful AI stock rout. Companies like Apple (AAPL) and Amazon (AMZN) have recently said they are keeping a closer eye on AI token spending. The read-through is that AI tech doesn't have infinite pricing power.

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