The chip index fell 12.3% on Nov. 5. Nvidia reports next on Nov. 17  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

A Message from WallStreetZen Fellow Investor, We just released a brand-new FREE special report: 3 Stocks to DOUBLE in 2026 Here’s how we found these 3 stocks with the right stuff to become big winners. They were pinpointed by the same AI driven quant model that has already selected 407 double digit winners – the Zen Ratings model! It scans 115 different factors for each stock every day of the week, providing a true 360-degree review of a stock’s attractiveness. The Zen Ratings model considers everything from growth to value to momentum to sentiment. Even proprietary AI factors that look for the markers of stocks primed to outperform. And then it generates a quant list of stocks. That’s where I come in. I’m Steve Reitmeister, an investor with 45 years of proven success. I go through the list of likely doubles and then hand select 3 for this special report. Click the link below to claim your free copy to immediately see these 3 exciting stocks which could double or more over the next year. It’s yours FREE for a limited time. 3 Stocks to DOUBLE This Year > Wishing you a world of investment success! Steve Reitmeister…but everyone calls me Reity (pronounced “Righty”) Editor of the Zen Investor The Real Reason Nvidia Dropped 9.3% in a Single Day On Thursday, Nov. 5, shares of Nvidia fell 9.3%, closing at $181.60. That was $18.53 below the $200.13 close on Wednesday, Nov. 4, and it erased the stock's gains for the year, according to CNN. What Set It Off Nvidia did not report earnings that day. Its last report came on Aug. 26. The trigger was politics: investors worried that Democratic gains in the midterm elections could put the brakes on the AI buildout, the spending wave on data centers that Nvidia's chips power. CNN pointed to Texas, a big data center hub. Governor-elect Gina Hinojosa campaigned on a temporary data center moratorium (a pause on new construction) and on eliminating certain tax incentives for data center builders. Nvidia was far from alone. A closely watched index of chipmakers dropped 12.3%, its worst day in roughly six and a half years, and the Nasdaq Composite closed 5.52% lower. The Bull View Bulls note that Nvidia's own outlook was set before the election. On Aug. 26, the company said it expected third-quarter revenue of $108.0 billion, plus or minus 2%, after reporting $96.2 billion for the quarter ended July 26. Keith Lerner of Truist Advisory Services described the volatile moves as more of a knee-jerk reaction than a real signal of how tech could fare under Democratic control of Congress. He said the risk-reward is improving for longer-term investors. The Bear View Bears say the threat aims at the heart of Nvidia's business. Data Center revenue was $89.0 billion of that $96.2 billion, more than 92% of the total, so slower construction could mean fewer chip orders. Nvidia's outlook also assumes no Data Center compute revenue from China, according to its Aug. 26 earnings release. Bears read that as one less place to turn if U.S. demand cools. What Is Scheduled Next Nvidia is scheduled to host a conference call on Tuesday, Nov. 17, at 2 p.m. PT (5 p.m. ET) on results for the quarter that ended Oct. 25. The results are due at about 1:20 p.m. PT that day. What It Means for You A drop this size shows how much one theme can drive a stock. When a company is tied closely to a single trend, news about the trend can move its shares more than news about the company itself. It also shows how widely a move can spread. When the Nasdaq Composite closes more than 5% lower in a day, the damage reaches far beyond one stock. The risk runs both ways. Policy outcomes are still uncertain, and shares of a company this closely watched can swing sharply after any report. Investors with long time horizons often weigh a day like this against how much of their portfolio sits in one theme. SPONSORED   Deutsche Bank Issues New Buy Alert While investors dumped AI stocks, Deutsche Bank upgraded JetBlue (NASDAQ: JBLU) to buy — raising its price target from $3 to $5.50, 54% above its close. 13 of 18 analysts rate it a hold. But Deutsche Bank expects tight airline capacity and new product launches to boost the airline into 2027. Airline stocks have gained in the last quarter of the year in 21 of the past 25 years. Here's how I find winners no matter what stocks do (email required). My AI Profit Predictor scans 8,639 stocks daily and has found winners when the market rises, flattens, or falls. Discover how in my free report.   © 2026 Daily Market Brief, a division of Wealthpire Inc. 228 Park Ave S, #29976, New York, New York 10003, United States Unsubscribe