Expo News Today — November 6, 2026
Equinix points to smaller facilities as scrutiny of U.S. data center construction grows and more — today's expo signal.
The technology sector is facing significant challenges, with data center construction and artificial intelligence stocks coming under intense scrutiny. Equinix has pointed to smaller facilities as a potential solution as the company navigates growing concerns over U.S. data center construction. Meanwhile, the AI sell-off has led to substantial losses for companies like Nvidia and Qualcomm, with their stocks dropping more than 9% and pushing the Nasdaq to its worst day since April 2025. Despite this, some experts, including Jim Cramer, believe that the AI sell-off is not a repeat of the dot-com crash, and that there may be opportunities for investors to buy into quality stocks at discounted prices.
As the AI meltdown continues, some investors are seeing opportunities to buy into stocks like Nvidia, which has entered a bear market. Bargain hunters believe that the company's stock could be a golden buying opportunity, despite the current downturn. However, not all technology-related stocks are suffering, with companies like Cardinal Health delivering strong quarterly profits and prompting analysts to raise their price targets. In contrast, Bloom Energy's stock has been one of the S&P 500's biggest losers, amid fears of data-center delays. As the market continues to navigate these challenges, investors will be watching closely to see how these trends play out and where the opportunities for growth may lie.
Today's signal:
• Equinix points to smaller facilities as scrutiny of U.S. data center construction grows (cnbc.com)
• Jim Cramer says the AI sell-off isn't over, but it isn't another dot-com crash (cnbc.com)
• As Nvidia’s stock enters a bear market, bargain hunters see a golden buying opportunity (marketwatch.com)
• AI meltdown: Nvidia and Qualcomm drop more than 9%, pushing Nasdaq to worst day since April 2025 (cnbc.com)
• Bloom Energy’s stock is one of the S&P 500’s biggest losers amid fears of data-center delays (marketwatch.com)
• We're raising our price target on Cardinal Health after another stellar quarter of profits (cnbc.com)