{
  "id": 18272893,
  "title": "After an 11% tech sell-off, are AI valuations attractive again?",
  "url": "https://urgent.news/2026/11/05/after-an-11-tech-sell-off-are-ai-valuations-attractive-again",
  "topic": "ai",
  "section": "AI",
  "published": "2026-11-05T07:58:06.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/stock-market-news/after-an-11-tech-selloff-are-ai-valuations-attractive-again-4999779"
  },
  "original_language": "en",
  "account": "The tech sector suffered an 11% slump over the past month, as rising capital costs and shrinking earnings continued to weigh on mega-cap companies. S&P 500 rose 6% while mega-cap tech dropped about 11%, prompting investors to flock towards value, energy, and financial stocks. The sell-off was particularly evident in high-volume tech companies, including Marvell Technology, Dell Technologies, and Advanced Micro Devices, all of which plummeted around 20-23% during the same period. Notably, ProPicks AI strategies, which focus on undervalued stocks, suffered their worst monthly performance in recent years, while value and cash flow strategies like Mid-Cap Movers, Healthcare Heroes, and Best of Buffett outperformed. Despite these headwinds, the company's market analysis suggests that the overall narrative needs a bit more time to unfold. The consensus estimates indicate that the combined free cash flow of the Magnificent Seven could triple from roughly $200 billion today to $600 billion by 2030, signifying a 3x increase in just four years. However, this growth won't materialize overnight, as it requires time rather than a sudden influx of customers. ProPicks AI aims to capitalize on this situation by identifying durable businesses with strong fundamentals and separating them from hype-driven stocks. This month, the strategy trimmed two consumer stocks that had already run their course, PVH Corp and Fortune Brands Innovations, and rotated into quality technology stocks like Power Integrations and Intapp, which have shown steady growth despite market-wide repricing. The company's proactive approach of locking in gains during market momentum softens and redeploying capital into high-growth, cash-generative technology providers has resulted in impressive returns: Mid-Cap Movers gained 29.1% over the past six months, outperforming the S&P Midcap 400 by 28.5 percentage points. Since its launch, the strategy has delivered a total return of 113.3%, outpacing its benchmark by 57.8 percentage points. The ProPicks AI platform has been consistently rebalancing monthly, with strategies such as Tech Titans, Healthcare Heroes, and Best of Buffett gaining impressive returns since their launch. For those seeking high-conviction ideas, the ProPicks AI strategies are available for just $9 a month.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}