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Further Reading from MarketBeat.com 3 Big Tech Stocks Sliding: What's Behind the Drop?Written by Chris Markoch. Published 11/21/2025. 
Key Points - Amazon, Oracle and Palantir are down 12%–18% since Nov. 1 as rising rates, slowing cloud demand, and concerns about AI monetization pressure tech valuations.
- Amazon faces concerns about AWS deceleration, Oracle confronts cooling cloud infrastructure adoption, and Palantir contends with government-contract delays tied to shutdown fallout.
- Despite the sell-off, each stock is approaching long-term support levels, offering potential buying opportunities if momentum reverses.
November has been another "tech wreck" month for the markets. At the time of this article, the S&P 500 is down about 2% since Nov. 1. By contrast, many technology stocks have fallen much more, including several high-performing names. Investors saw something similar in February, when tech shares fell sharply amid concerns sparked by China's DeepSeek open-source large language model (LLM). You don't need fancy software or AI tools to stay ahead — just the right signal before momentum hits. Market Pulse Today tracks a repeating pattern that flashes before select small caps start to move, sending fast, no-fluff alerts with clear breakdowns of why they matter now. Get the next Market Pulse report before it drops in 24 hours While worries about the growth and impact of artificial intelligence (AI) persist in both episodes, investor anxieties have shifted slightly this November. The DeepSeek pullback reflected fears that U.S. companies might lose their edge and pricing power — what if international rivals developed similar or superior GPUs and made U.S. leaders like NVIDIA Corp. (NASDAQ: NVDA) less dominant? That concern eased when hyperscalers such as Meta Platforms (NASDAQ: META) and Microsoft Corp. (NASDAQ: MSFT) continued investing billions in their respective AI infrastructures. Today, investor focus is on when companies will start to see returns on those investments. Valuations for many technology stocks are lofty, so the market isn't just looking for solid results — it's looking for exceptional ones. So far, analysts have largely been underwhelmed. Whenever there's a pullback it can create opportunities. That's why it's important to examine what's driving the downturn in several of the sector's top names. Amazon Faces Pressure on Both Sides of Its Business Amazon.com Inc. (NASDAQ: AMZN) was staging a strong comeback in 2025. However, AMZN stock has fallen about 12% since Nov. 1 following the company's third-quarter earnings report in late October. Analysts worry the tailwinds for cloud optimization are slowing and that Amazon Web Services (AWS) growth could decelerate in the current quarter and into 2026. They're also concerned about the e-commerce business, which could be hurt by a decline in discretionary spending. Early indicators show consumer spending remaining relatively robust, but the stock's price action suggests investors want to see the next quarterly report before rewarding Amazon for those sales. For now, AMZN may have a bit further to fall. The stock dropped below its 50-day simple moving average (SMA), and with the moving average convergence divergence (MACD) indicating bearish momentum, it could test the 200-day SMA. That level has acted as support on two recent occasions; if the MACD reverses there, it could become a buying signal. 
Oracle's Cloud Infrastructure Momentum Is Cooling as Bears Take Control Oracle Corp. (NYSE: ORCL) has fallen about 13% since Nov. 1. Some of the decline is a natural correction after a steep October rally, and expectations may simply have outpaced the underlying data. Recent channel checks indicate adoption of the company's cloud infrastructure could take longer than initially expected, which may delay Oracle's ability to convert its AI backlog into meaningful revenue. The stock is now approaching its 200-day SMA. In this case, the MACD reversal looks nearly complete, suggesting stabilization may be near. 
Palantir's Momentum Was Slowed by the Shutdown Palantir Technologies Inc. (NASDAQ: PLTR) has declined more than 18% since Nov. 1. Given its eye-popping valuation, it didn't take much for investors to look for a reason to sell. A government shutdown provided that reason. Markets dislike uncertainty, and procurement teams that authorize government contracts do too. With budgets in flux, investors are rightly worried it may take longer than expected for Palantir to realize some of the projected revenue. That makes Palantir's fourth-quarter earnings report potentially less impressive than recent quarters, even though the company's long-term narrative remains intact. PLTR has streaked lower before, and a bearish MACD raises the risk of further selling. A further ~15% decline would put the stock near its 200-day SMA — roughly 35% below its all-time high — which could present a buying opportunity. 
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