Stocks and semiconductor shares rose Monday as investors bought into lower valuations after an AI-led selloff, although analysts described the recovery as tentative and the Nasdaq Composite remained on course for a fourth consecutive weekly decline. Japan’s Nikkei and Taiwan’s benchmark each gained 2.5% early Monday, Canada’s main stock futures rose 0.8%, and the S&P/TSX Composite Index advanced 0.5% Friday to 35,789.09. Morgan Stanley, UBS, HSBC and Jefferies said concerns about AI spending, regulation, political risk and credit conditions were overstated; Morgan Stanley said some projects could shift from 2028 to 2029 without derailing the broader capital-spending cycle. Nvidia’s earnings, scheduled after markets close on November 17, were expected to show data-center revenue rising more than 12% quarter over quarter, while Anthropic’s planned initial public offering was another potential catalyst. Nvidia shares fell after reports involving CEO Jensen Huang and a Chinese spy; the board said it had no reason to believe company secrets were compromised and there was no confirmed indication Huang would step down. Investors also awaited U.S. inflation and wholesale-inventories data, corporate earnings and Federal Reserve policy signals.