Veytics Intelligence
2026-11-11 · Yahoo

Is Wall Street too optimistic about Big Tech?

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Yahoo Finance Executive Editor and host of Sozzi Unleashed shares his take on tech's 'blind optimism' in his last word segment. Video Transcript 00:00 Speaker A It has been a rocky November to say the very least for the tech tree. The entire space gets blown up following election day on fears the Dems will bring pitch forks to AI data center sites 00:08 Speaker A and a heavy hand on regulations in DC. Weak free cash flow trends at hyper scalars like Amazon and Meta did nothing to temper this negative sentiment. 00:15 Speaker A Then the Godfather of AI Jensen Wong gets outed for an affair with a reported Chinese spy. Analysts have now started to slash the price targets on Nvidia stock. 00:23 Speaker A Baird flat out downgraded its rating today.

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