Weekly review · Free members · Original publication 2026-11-07

AlpAI Weekly, Nov 2–6: How Far Has the Tech Selloff Spread? Three Earnings Reports and Next Week's Turning Point

Technology and the Nasdaq 100 fell, but the decline was uneven. One- and four-week returns put the selloff in context, while three earnings reports show how growth, valuation and risk can diverge.

By AlpAI Lab · Research and records from our own investing

Technology stocks and the Nasdaq 100 fell during Nov 2–6, even as three large technology companies reported rapid sales growth. The market’s decline and the companies’ results are two different questions.

Weakness reached beyond technology, but did not spread evenly across sectors. We compare one-week and four-week returns, then show which market conditions would change that view.

Account performance through Nov 5

USD, 2026-04-14 to 2026-11-05. Time-weighted return (TWR) measures investment performance after removing the effect of deposits and withdrawals.

Account and S&P 500 over the same period
Measure	Value
Account TWR	+19.6%
S&P 500 total return	+6.1%
Difference	+13.6 percentage points
Drawdown from the account’s prior peak	-6.9%

These are whole-account results. View the latest account performance.