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In November 2025, tech stocks suffered a massive correction, with Super Micro, Palantir, and Oracle leading the decline. Super Micro dropped 35%, Oracle fell 23%, and Palantir lost 16%. The broader market saw a shift in sentiment, with investors rotating out of high-flying AI stocks and into defensive or undervalued sectors. Other notable laggards included Arm Holdings, Arista Networks, and Coinbase Global.

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