Weekly review · 26 October – 1 November 2026
Nasdaq 100 · week of 26 October – 1 November 2026
Published 3 November 2026.
The week in brief
Of the 102 articles that took a side on Nasdaq 100 from 26 October to 1 November 2026, 44% argued it higher, against 24% of 120 the week before.
The figures
- 44% (45 of 102 articles that took a side) argued Nasdaq 100 higher, from 26 October to 1 November 2026, New York time.
- 24% (29 of 120) the week before, from 19 to 25 October 2026.
Largest argument: AI Capex Eroding Tech Profitability, 13% of 338 Nasdaq 100 narrative mentions (44), from 31 outlets; 17.9% (44 of 246) the week before.
Other Nasdaq 100 narratives this week
Articles matched to this narrative
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“Investors are increasingly questioning the sustainability of the artificial intelligence investment boom as major technology companies commit hundreds of billions of dollars to computing infrastructure, raising concerns about profitability, debt, and future returns.”
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“The selloff reflects a repricing of crowded AI trades”
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“Investors are increasingly prioritizing financial discipline and a line of sight to returns on AI investments over aggressive spending”
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“the artificial-intelligence frenzy that has powered the equity bull market might be overblown”
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“The market's focus is increasingly shifting from the promise of the technology to the financial implications of deploying it at scale.”