Nvidia shares rebound over 7% after biggest single-day crash in nearly 2 years; what led to the sentiment reversal?
Recent political shifts and intensifying skepticism over corporate spending have injected sharp volatility into the artificial intelligence sector. Investors are weighing legislative risks after Democrats captured both chambers of Congress, raising concerns about potential regulatory limits on data centers despite industry support from President Donald Trump. At the same time, mounting infrastructure expenditures across Big Tech continue to strain company cash reserves and test market patience.