Nasdaq 100 plunges as tech rout deepens

The tech rout accelerated, slamming chipmakers and sending Nvidia tumbling as the Nasdaq 100 plunged. Forrester founder George Colony discussed AI's next phase, arguing custom chips could challenge Nvidia and that the biggest value may shift to software.

• Forrester's Colony: AI investment to continue despite selloff2026-11-05
• AI Spending Fears Wipe $2 Trillion From Tech Stocks2026-10-30
• Plato's Allen says AI selloff stems from conflated return thesis2026-11-06
• Nvidia launches NVKE to run managed Kubernetes on own GPUs2026-11-06
• Millions of dollars of Nvidia chips reportedly stolen in Oakland2026-11-06