Nvidia Stock Falls While Oracle Targets $200 Billion AI Market

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The artificial intelligence sector is currently experiencing a complex mix of high returns and growing investor apprehension. While several AI-focused exchange-traded funds (ETFs) show impressive performance, with the Roundhill Generative AI & Technology ETF leading at a 49.5% return and the VanEck Semiconductor ETF, which includes Nvidia, posting a 42.5% gain as of November 17, 2025, a palpable sense of caution is emerging in the broader market. The WisdomTree Artificial Intelligence and Innovation Fund also saw a strong 34% return, highlighting the sector's growth potential. However, on November 18, 2025, prominent investors like Michael Burry, Masayoshi Son, and Peter Thiel reportedly sold their Nvidia shares, signaling concerns about the high valuations in AI stocks. This move coincided with a nearly 10% drop in Nvidia's stock and a broader market shift, as gold and silver prices rose while global stock markets declined for the fourth consecutive day. Alphabet CEO Sundar Pichai even commented on "excess investment" in AI, drawing parallels to the DotCom era. Oracle Corporation's shares have fallen 37% since September, largely due to investor worries about the company's plan to take on $38 billion in debt to expand its cloud and AI infrastructure. This substantial investment aims to position Oracle as a major AI cloud provider, targeting a market expected to reach $200 billion annually by 2028, despite rising credit risk signals like increased credit-default swaps. JPMorgan Chase & Co.'s Vice Chairman, Daniel Pinto, warned that current AI valuations anticipate faster growth than might materialize, potentially leading to a market "correction" that could impact the S&P 500. The five largest tech companies are projected to spend $371 billion on AI data centers this year, with an estimated $5.2 trillion needed by 2030. Amid these market dynamics, eToro CEO Yoni Assia believes AI can democratize advanced insights for retail investors. eToro launched new AI tools and APIs, including a chatbot named Tori, in August. The platform reported a strong third quarter, with net income reaching $57 million and revenue increasing 28%, driven significantly by cryptocurrency trading. Meanwhile, Ai ROBOTICS INC. announced a 66.4% increase in net sales for the six months ending September 30, 2025, though its operating profit dropped by 41.7%. Experts like BCA Research's Peter Berezin advise investors to watch for specific signs, such as falling GPU rental costs or worsening cash flow from large tech companies, as indicators to sell AI stocks before a potential downturn.

Key Takeaways

The Roundhill Generative AI & Technology ETF achieved a 49.5% return, and the VanEck Semiconductor ETF, which holds Nvidia, saw a 42.5% return by November 17, 2025.
Prominent investors, including Michael Burry, Masayoshi Son, and Peter Thiel, sold Nvidia shares on November 18, 2025, amid concerns about high AI stock valuations.
Nvidia's stock recently fell almost 10%, contributing to broader market fears of an AI investment bubble.
Oracle Corporation's shares dropped 37% since September due to investor concerns over $38 billion in debt taken on for AI infrastructure expansion.
Oracle aims to become a major AI cloud provider, with the AI infrastructure market projected to reach $200 billion annually by 2028.
eToro reported a net income of $57 million in Q3, with revenue up 28%, and launched AI tools like the chatbot Tori for retail investors.
JPMorgan's Daniel Pinto warned of a potential "correction" in AI company valuations, which could impact the wider stock market, including the S&P 500.
Alphabet CEO Sundar Pichai noted "excess investment" in AI, drawing comparisons to the DotCom bubble.
The five largest tech companies plan to spend $371 billion on AI data centers this year, with an estimated $5.2 trillion needed by 2030.
Ai ROBOTICS INC. saw net sales increase by 66.4% but operating profit fall by 41.7% for the six months ending September 30, 2025.

Top AI ETFs of 2025 Show Strong Returns

Beth McKenna reported on November 17, 2025, about the best-performing AI ETFs of the year. The Roundhill Generative AI & Technology ETF leads with a 49.5% return, followed by the VanEck Semiconductor ETF at 42.5%. The WisdomTree Artificial Intelligence and Innovation Fund also performed well with a 34% return. The VanEck Semiconductor ETF, launched in 2011, also shows excellent long-term growth and includes major chipmakers like Nvidia and Taiwan Semiconductor Manufacturing among its top holdings.

Leading AI ETFs Deliver High Returns in 2025

On November 17, 2025, a report highlighted the top AI-focused ETFs of the year. The Roundhill Generative AI & Technology ETF achieved a 49.5% return, while the VanEck Semiconductor ETF saw a 42.5% return. The WisdomTree Artificial Intelligence and Innovation Fund also posted a strong 34% gain. The VanEck Semiconductor ETF, which started in 2011, has a strong long-term record and invests in companies like Nvidia and Taiwan Semiconductor Manufacturing.

Oracle Shares Drop as AI Debt Raises Investor Concerns

Oracle Corporation shares have fallen 37% since September. Investors worry about the company's large debt taken on to build AI infrastructure. The cost of credit-default swaps for Oracle has risen, which signals that investors are nervous about the company's financial stability.

Oracle Stock Falls Amid AI Debt and Investor Worry

Oracle Corporation shares dropped 37% from their September peak. Investors are concerned about Oracle's plan to take on $38 billion in debt to expand its cloud and AI infrastructure. This move caused bond prices to fall and credit-default swaps to increase, signaling rising credit risk. While some analysts worry about cash flow strain, BofA's Brad Sills believes Oracle's AI contracts will provide stable income. Oracle aims to become a major AI cloud provider, with the AI infrastructure market expected to reach $200 billion annually by 2028.

eToro CEO Says AI Gives Retail Investors Top Insights

eToro CEO Yoni Assia believes artificial intelligence can help everyday investors access advanced insights, similar to those used by top hedge funds. In August, eToro launched new AI tools and APIs, including a chatbot called Tori. These tools allow users to analyze their portfolios and even simulate investment strategies of famous investors like Warren Buffett. eToro reported strong third-quarter growth, with net income reaching $57 million and revenue increasing 28%, largely due to cryptocurrency trading. The platform now has 3.73 million funded accounts and $20.8 billion in assets.

Top Investors Sell Nvidia Shares Amid AI Market Concerns

On November 18, 2025, reports showed that well-known investors like Michael Burry, Masayoshi Son, and Peter Thiel are selling their Nvidia shares. This move signals growing worries about the current high prices in the artificial intelligence stock market. Many experts are raising alarm bells that the AI rally might be getting too hot.

Ai ROBOTICS INC Sales Soar But Profits Fall

Ai ROBOTICS INC. announced its financial results for the six months ending September 30, 2025. The company saw a big 66.4% increase in net sales. However, its operating profit dropped by 41.7% despite the sales growth. Ai ROBOTICS INC., listed on the Tokyo Stock Exchange, also plans a 5-for-1 stock split. The company focuses on developing advanced robotics solutions.

Gold Rises as AI Investment Bubble Fears Grow

On November 18, 2025, gold and silver prices increased while global stock markets dropped for the fourth day. This shift happened due to rising concerns that investments in artificial intelligence might be forming a bubble, similar to the DotCom era. Sundar Pichai, CEO of Alphabet, even compared current AI spending to the internet boom, noting "excess investment." Gold has seen a significant rise of over 55% in the last year, while AI chipmaker Nvidia's stock recently fell almost 10%.

AI Analyst Recommends Three Top ETFs for Investors

On November 18, 2025, TipRanks' ETF AI analyst recommended three exchange-traded funds for investors. These ETFs received an "Outperform" rating and show at least 10% potential growth. The recommended funds include the SMART Earnings Growth 30 ETF, the GMO U.S. Quality ETF which invests in strong US companies, and the Nuveen Sustainable Core ETF that focuses on businesses with good environmental, social, and governance practices.

Expert Shares Signs to Sell AI Stocks

An analyst from BCA Research, Peter Berezin, shared advice on when to sell AI stocks. He warns investors not to wait until AI spending actually drops, as stock prices will already be much lower. Instead, he suggests watching four key signs. These include if analysts start lowering their spending predictions, if the cost to rent GPU processors keeps falling, if large tech companies' cash flow gets worse, or if a big AI project announcement causes a company's stock to fall. Goldman Sachs also warned that a sharp drop in AI stocks could hurt all types of investments.

JPMorgan Executive Warns of AI Stock Price Drop

On November 18, 2025, Daniel Pinto, Vice Chairman at JPMorgan Chase & Co., warned that artificial intelligence company valuations might face a "correction." He believes that if AI stock prices fall, it will also cause a drop in the wider stock market, including the S&P 500. Pinto explained that current AI valuations expect faster growth than may actually happen. The five largest tech companies plan to spend $371 billion on AI data centers this year, with an estimated $5.2 trillion needed by 2030.