November 5 AI stocks crash and Nvidia issues: This time is different | Risk vs Reward | EP 13
The November 5 sell-off wiped over $2 trillion off the Nasdaq 100, sending shockwaves through global semiconductor and AI stocks. Was this a routine pullback, or the first sign of an AI bubble cracking?
In this episode of Risk vs Reward, Hari Viswanath (Head of Research Bureau & BL Portfolio, The Hindu BusinessLine) and Nagaraj (Designated AI Officer, The Hindu Group) dissect the macro and market pressures colliding beneath the surface of the AI trade. From Oracle’s debt-fuelled data centre bets and rising US bond yields to key-person risks surrounding Nvidia CEO Jensen Huang, they explore what investors—and enterprises—should brace for next.
Published on November 14, 2026
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