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It has been an interesting November for the markets ahead of Yahoo Finance's annual Invest event. First, the entire tech sector got crushed following Election Day, amid fears that Democrats would bring pitchforks to AI data center sites and impose a heavy hand on regulations in D.C. Weak free cash flow trends at hyperscalers like Amazon (AMZN) and Meta (META) did nothing to temper this negative sentiment. Then the godfather of artificial intelligence — Nvidia (NVDA) CEO Jensen Huang — admitted to an affair, believed to be with a reported Chinese spy. Just as Nvidia stock began to stabilize, a report of a second affair sent shockwaves through the tech sector as the board met to decide the fate of once-untouchable Huang.
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