According to CNBC, ETF experts said Nvidia’s turmoil and a Democratic-controlled Congress could redirect the AI trade toward other Big Tech and chip companies. Dan Ives estimated that 10% to 15%-20% of planned data centers could fail to materialize, while demand for compute still exceeded supply four to one. Yorkville Ives lowered its Nvidia price target to $225 from $300 and maintained a buy rating; Nvidia ended the week at $162.85. AMD rose close to 13% for the week, Broadcom posted similar gains, and the Nasdaq had its best week since August.