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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