negative
S&P 500 slips 3.5% as investors reassess AI-driven valuations

US markets saw the S&P 500 fall 3.5% in November as investors reassessed stretched valuations tied to major AI-linked stocks. Analysts cited renewed caution following months of heavy inflows into semiconductor, cloud, and GPU-driven names. Despite occasional recovery sessions, risk appetite weakened as bond yields and global macro uncertainties pressured sentiment. Market strategists note that rotation into defensive sectors has started to emerge.
Tags:
- markets
- global
CNBC• By Pooja Kumari
Explore:High Return Equity Mutual Fund
negative
S&P 500 slips 3.5% as investors reassess AI-driven valuations

US markets saw the S&P 500 fall 3.5% in November as investors reassessed stretched valuations tied to major AI-linked stocks. Analysts cited renewed caution following months of heavy inflows into semiconductor, cloud, and GPU-driven names. Despite occasional recovery sessions, risk appetite weakened as bond yields and global macro uncertainties pressured sentiment. Market strategists note that rotation into defensive sectors has started to emerge.
Tags:
- markets
- global
CNBC• By Pooja Kumari
Explore:High Return Equity Mutual Fund
Breaking
negative
S&P 500 slips 3.5% as investors reassess AI-driven valuations
1 min read
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S&P 500 drops 3.5% in November as investors reassess high AI-related valuations and rotate cautiously into defensive sectors.
US markets saw the S&P 500 fall 3.5% in November as investors reassessed stretched valuations tied to major AI-linked stocks. Analysts cited renewed caution following months of heavy inflows into semiconductor, cloud, and GPU-driven names. Despite occasional recovery sessions, risk appetite weakened as bond yields and global macro uncertainties pressured sentiment. Market strategists note that rotation into defensive sectors has started to emerge.

US markets saw the S&P 500 fall 3.5% in November as investors reassessed stretched valuations tied to major AI-linked stocks. Analysts cited renewed caution following months of heavy inflows into semiconductor, cloud, and GPU-driven names. Despite occasional recovery sessions, risk appetite weakened as bond yields and global macro uncertainties pressured sentiment. Market strategists note that rotation into defensive sectors has started to emerge.
Tags:
- markets
- global
- markets
- global
- US stocks
- AI valuation