# Neoclouds, AI stocks slide again as Nvidia turmoil rattles sector

- URL: https://talkfuse.com/story/neoclouds-ai-stocks-slide-again-as-nvidia-turmoil-rattles-sector/
- Published: 2026-11-13T16:50:11+00:00
- Updated: 2026-11-13T22:40:33+00:00
- Original publisher: CNA (publisher lean: Centre)
- Original article: https://www.channelnewsasia.com/business/neoclouds-ai-stocks-slide-again-nvidia-turmoil-rattles-sector-6550256
- Topics: AI, Business, Markets, Technology, World

## Key points

- AI shares fell as investors reassessed Nvidia-linked financing.
- CoreWeave and Nebius dropped nearly 9 per cent each.
- Nvidia’s results next week could influence sector sentiment.

## Summary

US shares tied to artificial intelligence fell again on Friday, with investors worried about how the sector is financed after Nvidia chief executive Jensen Huang’s abrupt departure. The declines matter because Nvidia has helped fund infrastructure built around its chips, raising questions about whether AI demand depends on financing links between the company and its customers.

The Nasdaq-100 fell 2 per cent, potentially erasing about $800 billion in market value, while the semiconductor index dropped 5.1 per cent, putting more than $560 billion at risk. Nvidia-backed cloud firms CoreWeave and Nebius fell 8.8 and 9 per cent; British provider Nscale disclosed an expected $1.7 billion loss for the nine months to September. Nvidia results due next week may shape sentiment, as investors await news on the company’s future leadership.

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Summarised by TalkFuse (https://talkfuse.com/). Quote the original publisher for the reporting and link this page for the summary and discussion.