Overall, AI semiconductor stocks fell during the week ending November 21 due to valuation concerns, profit‑taking after Nvidia’s strong earnings, and broader “AI bubble” fears that triggered a sector‑wide correction.

Despite Friday’s partial bounce-back, the order of magnitude of returns for most of the market benchmark index ETFs for the month remains in reverse order of YTD returns after a brutal four-day start to the past week.

JPM says Barclays, UBS, and NatWest are worth owning heading into 2026.