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66/100 Bearish 07.11.2026 · 04:02 Finrend AI ⏱ 1 dk 👁 7 TR

AI Selloff Shakes Global Markets: $4 Trillion Wiped Out

After Democrats won majorities in the House and Senate in the US midterm elections, uncertainty over President Donald Trump-backed artificial intelligence investments led to sharp selling in technology stocks. Concerns of up to 30% disruption in data center investments triggered the largest daily drop in tech stocks since the Covid-19 pandemic. The Nasdaq 100 index fell 6.4%, while the S&P 500 dropped 4.36%. The Financial Times reported that one-day losses in US stock markets reached $3.2 trillion. In a statement on Truth Social, Trump blamed Democrats for the stock market crash. Analysts, however, point to concerns that Democrats may limit the rapid growth in AI data center investments as the reason behind the decline. The selloff on Wall Street spread to Asian markets. In Japan, the Nikkei fell more than 6% at the open, while South Korea's Kospi plunged as much as 8.8% during the day, triggering a circuit breaker and ending the day with losses of about 6%. Samsung Electronics shares lost 7.9%, wiping out more than $77 billion in market value. SK Hynix shares fell 8.8%, causing the company to lose $60 billion in value. Singapore's Straits Times index declined about 2.9%, while the Shanghai Composite fell 1.1%; losses in the tech-heavy STAR Market and ChiNext AI Index exceeded 4%. The selloff in AI stocks also affected Anthropic's IPO plans. The company may reduce its targeted valuation of $1.5 trillion to as low as $1 trillion, and a downsized or delayed IPO is also on the agenda. According to The Wall Street Journal, Anthropic aimed to raise up to $100 billion in its IPO planned for the week of November 16. Meanwhile, tech giants including Google, Meta, Microsoft, Amazon, Nvidia, Oracle, and Anthropic have begun working with environmental organizations on nationwide common rules covering data centers' energy and water consumption and their impact on local communities. Oil prices, meanwhile, rose after the selloff triggered by the Democrats' victory; Brent crude surpassed $100 per barrel again. With oil rising, inflation concerns increased, and spot gold approached the critical $4,000 threshold. Not investment advice.

📊 GOOGL — Piyasa Yorumu

▼ down · 55%

The news headline points to a global selloff triggered by artificial intelligence, and since GOOGL is a stock sensitive to the AI theme, short-term pressure may emerge. However, the price is up 1.5% in the last 24 hours and the RSI is at 46, in neutral territory; there is no oversold condition. MACD is negative but above the signal line, which can be read as a weak recovery signal. The price is below the SMA20 but trading close to the SMA50; this structure indicates indecision. Therefore, the probability of a downward impact is moderate, and I keep confidence limited.

RSI 14
46.2
MACD
-0.56
24h Δ
1.50%

📊 MSFT — Piyasa Yorumu

▼ down · 60%

The news of an AI-driven global selloff carries a short-term negative risk for AI-focused technology stocks such as MSFT. The price at 530.55 is just above the SMA50 (530.29) and below the SMA20 (542.70), indicating a weak technical picture. The RSI at 44 is in the neutral-to-weak zone and below the MACD signal line, confirming downward momentum. However, a 2% increase over the past 24 hours and holding above the SMA50 suggest that selling pressure may remain limited. Therefore, although I see the direction as downward, I maintain moderate confidence; if the price drops below 530, pressure could increase.

RSI 14
44.4
MACD
0.09
24h Δ
2.03%

📊 AMZN — Piyasa Yorumu

▼ down · 55%

The news points to a global selloff and a $4 trillion loss driven by artificial intelligence; such macro risk-off news could pressure technology stocks like AMZN in the short term. However, the price has risen 3.4% in the last 24 hours and the RSI is neutral around 50, suggesting that the news has not yet been priced in or that the market is showing resistance. The MACD is below the signal line (1.90 vs 2.66) and the price is below the SMA20 (263.19), indicating weak short-term momentum. Staying above the SMA50 (253.27) is important for medium-term support. Therefore, I expect a downward but limited impact; confidence level is medium.

RSI 14
50.5
MACD
1.90
24h Δ
3.40%

📊 NVDA — Piyasa Yorumu

▼ down · 60%

NVDA fell sharply by more than 10% on a daily basis to 186.68 and is trading clearly below its SMA20/SMA50, indicating a weak short-term trend. Although the RSI at 35.97 is approaching oversold territory, no reversal signal has yet emerged, and the MACD remains in negative territory, slightly above its signal line. The $4 trillion global AI selloff referenced in news headlines may continue to weigh on risk appetite for high-beta AI stocks such as NVDA. Nevertheless, oversold conditions could open the door to short-term rebound buying; the bias therefore remains to the downside, though confidence is moderate. Volatility may stay elevated over the next 1-3 days, and a break below 185 could deepen the selling.

RSI 14
36.0
MACD
-4.87
24h Δ
-10.29%
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