Heard on the Street Thursday Recap: More AI Jitters

Market Intelligence Analysis

AI-Powered
Why This Matters

The Nasdaq composite experienced a significant decline, primarily driven by losses in major AI stocks like Nvidia, AMD, and CoreWeave. Concerns may be arising from OpenAI's potential reliance on government support for data center infrastructure, as suggested by CFO Sarah Friar.

Market Impact

Market impact analysis based on bearish sentiment with 90% confidence.

Sentiment
Bearish
AI Confidence
90%

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

The Nasdaq composite sank nearly 2% as major AI names took on more water. Nvidia shares fell 3.7% while AMD lost more than 7% and CoreWeave tumbled 6.6%. At our Tech Live conference, OpenAI Chief Financial Officer Sarah Friar seemed to suggest the ChatGPT parent was seeking support from the federal government for its data-center buildout.

Continue Reading
Full article on Unknown
Read Full Article
Original article published by Unknown on November 7, 2025.
Analysis and insights provided by AnalystMarkets AI.