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The day at a glance · 2 min read
Mood · Volatile
+15
Sentiment, −100 to +100
Netflix EMEA Revenue Growth (Q3 YoY)
11%+11%
Key driverNvidia board investigation into CEO relationship with suspected Chinese spy weighs on sector despite Friday chip stock recovery
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Nvidia CEO Probe Rattles Chip Sector; AI Stocks Rebound

Board launches independent investigation into Jensen Huang as sector bounces from midterms-led selloff

Nvidia Investigation Roils Chip Sector

Neutral
01NVDA
Nvidia ($NVDA) stock dropped in premarket trading as the company's board launched an independent investigation into CEO Jensen Huang's relationship with a suspected Chinese spy, even as rivals Intel ($INTC) and Advanced Micro Devices ($AMD) rose. Beijing rejected the allegations as smears against China, according to news reports. The investigation comes as chip stocks bounced on Friday, recovering from a selloff following the midterm elections.
02AMD▲ +11.04%
Advanced Micro Devices ($AMD), Broadcom ($AVGO), Intel ($INTC), and Micron Technology ($MU) inched higher as investors looked past the midterms-led selloff, with AI-linked stocks having fallen sharply after Democrats, seen to be critical of the rapid data center buildout, won Congress. Asian markets bounced as AI stocks recovered some ground lost in last week's sell-offs, with Taiwan Semiconductor Manufacturing ($TSM) leading gains. A strong jobs report lifted December rate-hike odds and contributed to the chip sector recovery on Friday.

Apple Robotics Research Lifts Chinese Stocks

Bullish
01AAPL
Apple ($AAPL) published a research paper unveiling an autonomous humanoid robot control system using technology from Unitree Robotics, sending Chinese robotics stocks sharply higher. The research paper represents a significant development in autonomous robotics control systems, though the company has not announced commercial product plans.

Enterprise Software & Cloud Outlook

Neutral
01PLTR
Palantir Technologies ($PLTR) and Snowflake ($SNOW) continue to deliver impressive growth, but soaring AI expectations and renewed market volatility are putting their valuations under scrutiny, with the AI sell-off exposing a critical difference for 2027 between the two data analytics companies. Analysts highlighted companies with strong balance sheets and solid earnings momentum as more attractive when borrowing costs are in focus and market swings are sharper. Rising concern about US government debt and higher Treasury yields has pushed many investors to rethink where they want growth exposure in the enterprise software sector.

Streaming & Big Tech Regulation

Neutral
01NFLX
Netflix ($NFLX) EMEA revenue grew 11% year on year in Q3 2026, though the company's boss said creativity and regulation are not happy bedfellows in Europe. The streaming giant emphasized that sustaining revenue growth will depend on preserving creative freedom across Europe. The comments highlight ongoing tension between Big Tech platforms and European regulatory frameworks.

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