Benzinga·2025-12-01 23:45Core Insights - November 2025 marked a significant downturn for high-profile tech stocks, leading to a broader market correction [1] Group 1: Market Performance - The S&P 500 index experienced a slight gain, but tech stocks, particularly those associated with AI, faced substantial declines [2] - Investors shifted their focus from high-flying "AI hype" stocks to more defensive or undervalued sectors, contributing to the cooling off of tech and AI-related stocks [3] Group 2: Individual Company Performance - Super Micro Computer Inc. was the worst performer in the S&P 500, with a drop of approximately 35% due to disappointing first-quarter results, shrinking profit margins, and concerns over financial controls and governance [4] - Oracle Corp. saw its shares fall about 23% in November after a strong performance earlier in the year, as investor sentiment shifted regarding the sustainability of AI investments [5] - Palantir Technologies experienced a decline of over 16% in November, following a significant increase of more than 150% earlier in 2025, as profit-taking and changing sentiment affected its stock [5] Group 3: Other Notable Declines - Arm Holdings Plc fell approximately 22%, influenced by broader semiconductor market weaknesses [7] - Arista Networks, Inc. shares decreased nearly 19% due to a slowdown in AI infrastructure spending [7] - Coinbase Global, Inc. tumbled 17% amid volatility in the cryptocurrency markets and a decline in Bitcoin prices [7]