Arabic version: اضطرابات إنفيديا قد ترفع أسهم الذكاء الاصطناعي لشركات التكنولوجيا الكبرى
According to Cnbc, the largest technology stocks tied to artificial intelligence could benefit from Nvidia’s recent troubles and from a Democratic-controlled Congress pushing back on data centers. Roundhill Investments CEO Dave Mazza said Big Tech could ultimately emerge as the winner even as investors seek opportunities beyond the group.
Mazza said companies may seek other sources of chips if investors lose trust in Nvidia following a turbulent week that included founder and CEO Jensen Huang’s resignation. He said hyperscalers could continue to benefit because they have available compute, which could become more valuable if demand persists. The Roundhill Magnificent Seven ETF finished the week with a gain of less than 1%, while the Roundhill Neocloud ETF rose more than 1%.
The Neocloud ETF, which focuses on smaller specialized cloud-computing companies, remains down 39% since its August 2026 launch. Its top holdings delivered mixed earnings results: CoreWeave posted its best day since April 2025 on Wednesday after quarterly results, while Nebius shares fell following its Thursday report. CoreWeave shares declined again Friday, and Nvidia recorded its longest losing streak since 2012 after its latest weekly losses.
Nvidia interim CEO and chief financial officer Colette Kress is set to address investors when the company reports third-quarter earnings next Tuesday. Yorkville Ives partner Dan Ives said other AI chip companies, including AMD and Alphabet, could retain market optimism if Nvidia’s headwinds persist. AMD rose close to 13% for the week and Broadcom posted similar gains. Ives also said congressional changes could slow data-center construction, but demand still exceeds supply four to one.
