November 5, 2026 8:45 AM 2 min read

Ed Yardeni Says Slowing AI Boom Is Actually Bullish for Big Tech

by Daragh Thomas Benzinga Staff Writer

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Overview Big Tech has spent years pouring record sums into artificial intelligence. Now veteran strategist Ed Yardeni says hitting the brakes could be bullish.

“I’ve had the view that a slowing down in the AI build-out is actually a bullish story,” the Yardeni Research president told CNBC Thursday.

He was explaining a striking split in Wednesday’s post-midterm rally, when the Dow surged 1,569 points, its best day in more than 18 months. Microsoft Corp. (NASDAQ:MSFT) gained 6.7% and Amazon.com Inc. (NASDAQ:AMZN) rose 6.1%, while Nvidia Corp. (NASDAQ:NVDA) fell 3.2% and CoreWeave Inc.…