AI Selloff Creates Opportunity as Tech Looks for a November Rebound

Art Hogan expects technology to rebound in November after October’s sharp AI selloff, while broader participation in health care, financials, energy and small caps signals a healthier market. He remains bullish on the AI buildout, highlighting AMD Inc. (AMD) and Broadcom (AVGO) as long-term opportunities and discussing Apple (AAPL) ahead of earnings. Hogan also sees post-midterm clarity, lower Treasury yields and solid fundamentals supporting stocks into year-end.

Opening Bell With Nicole Petallides

02 Nov 2026

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