Trading Weekly AI News

November 17 - November 25, 2025

Stock market traders are worried about a new problem with AI computer chips. Big tech companies are buying expensive AI chips, but traders think these chips will lose value much faster than the companies say. Some famous traders who bet against stocks, like Michael Burry, warn that companies might lose $176 billion because chips break down faster than expected. Instead of lasting 6 years, many traders think AI chips only last 2 to 3 years. This worry has made AI stock prices fall. The technology stock index fell about 9% in recent weeks. However, some traders still see good chances to make money. Microsoft and Alphabet are seen as good deals because their stock prices are lower than what they might be worth. Smaller tech companies like Cognizant and Adobe are also being looked at as smart picks for traders. Nvidia keeps doing very well, beating what traders expected for earnings every quarter. Meanwhile, AMD just told traders they will make more money than before, which made their stock price jump 9%. Overall, traders are trying to figure out if expensive AI chips are really worth the money companies are spending on them.

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