Wall Street's Loudest Voices Split on Whether the AI Trade Is Finished
A 24/7 Wall St. article by Trey Thoelcke reports Wall Street's best-known voices split over the November 5, 2026 chip and AI selloff, after Nvidia shares fell 20.8% in a month. Jim Cramer calls Nvidia under 12 times 2027 earnings a bargain-in-waiting, while Skanda Amarnath warns AI capex, near 8% of GDP, is binary rather than linear, and Liz Ann Sonders recommends thematic diversification across asset classes.
