Xin Lang Cai Jing·2025-11-18 22:05Core Insights - The article highlights a significant decline in major tech stocks, particularly Nvidia, Tesla, and Amazon, amid growing skepticism about the sustainability of the AI investment boom [1][2][3] Group 1: Stock Performance - Nvidia experienced a drop of 2.81%, with a trading volume of $38.569 billion, marking a cumulative decline of over 10% for the month [1] - Tesla's stock fell by 1.88%, with a trading volume of $32.16 billion, following the approval of CEO Elon Musk's record-breaking compensation plan [1] - Amazon's stock decreased by 4.43%, with a trading volume of $13.539 billion, as analysts downgraded its rating due to concerns over AI returns [2] Group 2: Analyst Insights - A recent survey by Bank of America indicates that most fund managers believe the AI investment frenzy has peaked [1] - Redburn analysts downgraded Amazon and Microsoft from "Buy" to "Neutral," citing unclear prospects for generative AI and weaker-than-expected economic benefits [2] Group 3: Corporate Developments - Microsoft and Nvidia committed to investing up to $15 billion in AI developer Anthropic PBC, strengthening their competitive position against OpenAI [1] - Home Depot's stock fell by 6.02% after the company reported disappointing Q3 results and lowered its full-year sales outlook due to a sluggish U.S. housing market [4]