Veytics Intelligence
2026-11-14 · CNBC

How Nvidia turmoil and a Democratic Congress could reshape the AI trade, according to ETF experts

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The largest technology stocks linked to the artificial intelligence trade could stand to benefit the most from Nvidia's woes and a Democratic-controlled Congress pushing back on data centers, according to investing experts interviewed on CNBC's " ETF Edge " earlier this week. "We may have been put in an environment, as much as investors have sort of been looking for areas outside of Big Tech, where net-net Big Tech ends up as the winner once again," said Roundhill Investments CEO Dave Mazza, whose firm manages the Magnificent Seven ETF ( MAGS ).

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