Nvidia(US:NVDA) Huan Qiu Wang·2025-11-05 01:08Group 1 - The U.S. stock market experienced a decline, with the Dow Jones falling by 0.53%, the S&P 500 down by 1.17%, and the Nasdaq dropping by 2.04% [1] - Caterpillar and Nvidia led the decline in the Dow, with Caterpillar falling over 4% and Nvidia nearly 4% [1] - Goldman Sachs and Morgan Stanley warned of a potential cyclical pullback in global stock markets over the next two years, with Goldman Sachs CEO David Solomon predicting a 10% to 20% correction and Morgan Stanley CEO Ted Pick suggesting a 10% to 15% pullback [1] Group 2 - Notable short-seller Michael Burry expressed concerns about an AI bubble, revealing that his hedge fund Scion Asset Management holds approximately $900 million in Palantir and $1.87 billion in Nvidia put options [1] - Adam Crisafulli from Vital Knowledge highlighted that the performance of blue-chip stocks is extremely fragmented, with a few tech giants masking underlying warning signals in the U.S. stock market [3]