Tech-led U.S. stock rally stalls as valuation concerns hit AI-heavy names

AI-heavy U.S. stocks pull back as investors reassess valuations and major players unwind positions.

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Tech-led U.S. stock rally stalls as valuation concerns hit AI-heavy names

Tech-led U.S. stock rally stalls as valuation concerns hit AI-heavy names
On 11 November 2025, U.S. markets showed mixed performance: the S&P 500 rose by 0.24% while the Nasdaq Composite slipped 0.17% amid renewed investor concern over valuations in artificial-intelligence and semiconductor stocks. Major moves included a 2.3% drop in Nvidia Corporation after SoftBank Group Corp. revealed a US$5.8 billion stake sale. The correction follows strong recent gains in AI-linked equities, and analysts say this may signal a pause rather than a full reversal of the rally. 
Companies:
  • Nvidia Corporation
  • SoftBank Group Corp.
Tags:
  • stocks
  • technology