The AI Trade Is Fragmenting. Nvidia Isn’t the Whole Story.

Mary Ellen McGonagle
by Mary Ellen McGonagle,
President, MEM Investment Research

Nvidia (NVDA) is driving the headlines, but AI stocks are no longer moving as one trade. The headline weakness is masking a more complicated picture beneath the surface. Some former leaders are under pressure, while earnings and AI-driven growth are helping other companies hold up or break higher. Mary Ellen examines where that divergence is appearing and what it could signal about the next phase of the AI trade.

This episode originally premiered on November 13, 2026. New videos from Mary Ellen premiere weekly on Fridays. You can view all previously recorded episodes at this link.

If you're looking for stocks to invest in, be sure to check out the MEM Edge Report! This report gives you detailed information on the top sectors, industries and stocks so you can make informed investment decisions.

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Mary Ellen McGonagle
About The Author:

Mary Ellen is a professional investing consultant and president of MEM Investment Research. After starting her career on Wall Street, she spent years working under William O’Neill to identifying healthy stocks with potential to take off. Learn More 

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