The main theme today was a sharp wave of selling in technology shares, driven by worries about how artificial intelligence will be regulated and whether its long-term prospects hold up. The Nasdaq 100 lost two point five trillion dollars in market value as that anxiety spread. The same concern reached Asia, where trading in South Korea was halted after an eight percent crash.
02Neutral
Why the US midterms sparked an AI stock selloff
The trigger appears to be the United States midterm elections, where results raised fears of tighter rules for AI. Investors reacted to that prospect, though unease about the industry had already been building for some time. The selling was not limited to one region.
Bitcoin holds $75K as AI regulation fears see KOSPI halted after 8% crash
Bitcoin held near seventy five thousand dollars while the AI regulation fears moved through Asian markets. South Korea announced measures aimed at calming the volatility in its stock market. That came after the sharp fall that stopped trading there.
04Neutral
AI stocks climb after trillions wiped from market values
Later in the day, AI stocks climbed back after trillions had been erased from their values. Part of the earlier selling had been tied to concerns that a Democrat election victory would mean slower AI development. The rebound shows how quickly sentiment shifted within a single session.
05Neutral
OpenAI will keep investing in AI data centers despite election results, CFO tells CNBC
Separately, the finance chief of OpenAI said the company will keep investing in AI data centers despite the election results. Voters in several places backed candidates who want restrictions on data center development. That tension between expansion plans and local opposition remains in focus.
06Neutral
Microsoft is reportedly winding down it's Oracle deal to wind down AI cloud capacity
In other company news, a report circulated that Microsoft is winding down an arrangement with Oracle for AI cloud capacity, and the scope and timing are unconfirmed. Strive reported third quarter net income to common holders of four hundred seventy four point eight million dollars, almost all of it an unrealized bitcoin gain, with its bitcoin holdings at forty three thousand one hundred twenty four coins. Oil also had a rough week, with December West Texas Intermediate down eleven point one percent from its opening price.
MOST MENTIONED
Markets in the news
How many stories mention each market, and how many read bullish or bearish.
Why the US midterms sparked an AI stock selloff. Fears of more AI regulation appear to have sparked fear among investors, but concerns about the industry have been growing for some time.
NeutralBitcoin Magazine
Strive (ASST) Posts $474.8 Million Common Net Income as Bitcoin Yield Hits 63.2%
Strive posted $474.8M in Q3 net income to common holders, almost entirely a $533.7M unrealized bitcoin gain, and touted 103.7% year-to-date outperformance versus bitcoin. This post Strive (ASST) Posts $474.8 Million…
Oil Prices Plunge as U.S. Elections Shake Up the Iran War
December WTI crude oil is headed for one of its roughest weekly losses in months after the market shed $11.37, or 11.10%, from its opening price of $102.39. Prices posted a weekly high at $102.75 before breaking sharply…
NeutralCointelegraph
Bitcoin holds $75K as AI regulation fears see KOSPI halted after 8% crash
Bitcoin consolidated as fears over US AI regulation spread to Asia, causing South Korea to announce measures to calm stock-market volatility.
What Wall Street's tech stock sell-off means for your 401(k)
A sharp stock market sell-off sent major indexes tumbling Thursday, prompting financial experts to offer advice for Americans worried about their 401(k) retirement savings.
Macro & Markets: 10 selected of 40
NeutralThe Guardian
Nationwide launches savings account with ‘market leading’ 5.3% interest
Nationwide launches savings account with ‘market leading’ 5.3% interest. Many experts think fixed rate on 30-month term will still look good after Bank of England raised base rate.
Investor skepticism over AI's long-term viability could reshape tech investment strategies, impacting global markets and related sectors.
NeutralOilPrice.com
Wall Street’s “Energy Transition” Funds Are Packed With Natural Gas
As we head into the United Nations’ 31st annual flagship climate conference (COP31), to be held next week in Antalya, Türkiye, greenwashing presents a large and growing problem in the private sector. As the tech…
US October non-farm payrolls +165K vs +65K expected. Canada Employment change for October -4.7K vs 13.6K estimate. Unemployment rate 6.7%. Iran responds positively to latest mediator proposal - report. November US UMich…
NeutralBitcoin Magazine
U.S. Treasury Cuts Off MEXC From U.S. Financial System Over Alleged $16 Billion in Illicit Flows
FinCEN issued a final order under section 9714(a) that will bar U.S. financial institutions from sending or receiving funds with MEXC Global 30 days after Federal Register publication, citing at least $16 billion in…
NeutralThe Guardian
Global stocks fall amid ‘big worries over AI’ after Democrats’ midterms triumph
Asian and European markets follow US tech rout with many analysts predicting more waves of selling to come. European and Asian stock markets fell sharply on Friday after the Democrats’ decisive victory in the midterms…
NeutralinvestingLive (ForexLive)
Equity close: Decent rebound or a dead-cat bounce
US stock markets started strong and we saw 10% bounces in beaten-up memory stocks. It didn't last but it also didn't break down. Some notable names: MU +5.1%. SNDK +3.5%. INTC +7.7%. SKHY +2.8%. NVDA +2.8%. QCOM +5.8%.…
NeutralCNBC
Investors brace for lower Anthropic valuation, calling $1.5 trillion a 'stretch'
Anthropic could list below a $1.5 trillion valuation, trailing previous expectations, as the AI trade sours on Wall Street.
NeutralBBC News
AI stocks climb after trillions wiped from market values
Investors had been selling off tech shares in part due to concerns the Democrat election victory would mean slower AI development.
NeutralDecrypt
Treasury Cuts Crypto Exchange MEXC Off From US Financial System
FinCEN’s order, part of Operation Economic Outcast, bars U.S. institutions from any transfers to or from MEXC, which Treasury says facilitated $16 billion in illicit finance tied to Iran, North Korea and Russia.
NeutralCNBC
OpenAI will keep investing in AI data centers despite election results, CFO tells CNBC
OpenAI will keep investing in AI data centers despite election results, CFO tells CNBC. Voters across the country on Tuesday voiced their support for candidates who have pledged to place restrictions on data center development.
NeutralFox Business
Companies urged to adapt as restaurant franchisee files for bankruptcy: 'Businesses want to make excuses'
Marcus Lemonis urges businesses to adapt to rising costs rather than "make excuses" after an Outback Steakhouse franchisee filed for bankruptcy with $449 million in debt.
NeutralinvestingLive (ForexLive)
Microsoft is reportedly winding down it's Oracle deal to wind down AI cloud capacity
US stocks are giving back some of their gains as a report circulates that Microsoft is winding down an arrangement with Oracle for AI cloud capacity. Details on the scope and timing of any wind-down remain unconfirmed.…
NeutralThe Block
Strive’s bitcoin gains drive $509 million Q3 profit as BTC buying ramps up
Strive’s bitcoin stash reached 43,124 BTC as its shares continued to slide despite a profitable third quarter.
Trump’s Iran Strategy Reaches a Critical Crossroads After Midterm Defeat
President Donald Trump spent the final weeks of the US midterm campaign predicting that the war with Iran would end "right after the election." With the votes now in, his Republican Party is reeling from losing both…
NeutralThe Guardian
Employers to be forced to put salaries on job ads, Andy Burnham announces
Workers’ rights campaigners say measure will help young people and women in particular achieve more equal pay. UK politics live – latest updates. Employers will be forced to publish salaries on job adverts, Andy Burnham…
NeutralFederal Reserve
Federal Reserve Board announces termination of enforcement action with Allegiant United Holdings, LLC, Nano Financial Holdings, Inc., and Nano Banc
Federal Reserve Board announces termination of enforcement action with Allegiant United Holdings, LLC, Nano Financial Holdings, Inc., and Nano Banc
NeutralU.S. EIA
Global refinery inputs fell sharply in the second quarter of 2026 before modest recovery
Global crude oil refinery inputs fell by 4.8 million barrels per day (b/d) in the second quarter of 2026 (2Q26), or 6%, following the start of conflict in late February in the Middle East, according to data from Kpler.…
Sectors & Themes: 10 selected of 17
NeutralCrypto Briefing
AI’s power needs outpace data center growth, impacting Oklo and NuScale Power
AI’s power needs outpace data center growth, impacting Oklo and NuScale Power. AI's rising power demands may not immediately boost nuclear reactor development, as data center growth lags, affecting energy infrastructure plans.
NeutralThe Guardian
Can AI really save you money on your heating bill? I spent two years testing to find out
Samuel Gibbs doubted he could cut costs and still keep warm by putting tech in control. The results surprised him. Can smart thermostats and AI reduce your heating bills? Every manufacturer claims the answer is yes…
NeutralCrypto Briefing
Environmental groups adopt AI, warn of data center impacts in Ohio
The integration of AI by environmental groups may drive regulatory changes in Ohio, balancing tech benefits with sustainability concerns.
NeutralBBC News
'My mortgage is going up £200': How rising interest rates are hitting people's pockets
With UK interest rates set to rise, mortgages, credit cards and loans could get more expensive for millions.
NeutralCNBC
Cramer’s week ahead: AI data center stocks face another hurdle and so does the Fed
CoreWeave and Nebius earnings, alongside key inflation reports that could shape the Fed's next interest rate decision, are the focus.
NeutralOilPrice.com
America’s Nuclear Revival Is Running Into a Fuel Supply Wall
The United States boasts the largest nuclear power production capacity in the world, but decades of insufficient funding and policy support is now posing an existential threat to the ageing sector. In the past decade…
NeutralCNBC
AI stocks hammered by midterm shock as data center buildout becomes a 'war of attrition'
The election rout landed on an AI trade already under pressure from high interest rates, heavy capital spending and questions about returns.
NeutralThe Block
Elliptic says Binance hackers swapped stolen tokens for $124M in bitcoin, exchange plans more withdrawal reopenings
Elliptic says little of the stolen crypto has likely been cashed out, while $2.85 billion remains frozen.
Norway’s Oil and Gas Industry Faces a Major Decline Without New Discoveries
For more than half a century, Norway’s oil and gas production has been underpinned by a handful of very large discoveries, the last of which, Wisting in the Barents Sea, was made more than a decade ago. Since then…
NeutralThe Guardian
US tech stock rout: is the AI bubble bursting?
After Thursday’s share price plunge on Wall Street, could the volatility be the start of a huge market meltdown? Global financial markets have been thrown into a tailspin as investors bet on an AI slowdown after the US…
Analysts & Research: 10 selected of 30
NeutralFXEmpire
Nasdaq 100 Forecast: Chip Stocks Rebound After US Midterm Sell-Off
Nasdaq 100 Forecast: Chip Stocks Rebound After US Midterm Sell-Off. The Nasdaq 100 rebounds from 26,200 as chip stocks recover, but concerns over AI spending, higher interest rates and US-China trade tensions could limit.
NeutralFXEmpire
Gold (XAU/USD) Price Forecast: Breakout Signals Potential End to Correction
Gold’s bullish breakout signals a potential end to its corrective decline, but Friday’s pullback will test whether former resistance levels can now provide support.
Natural Gas Price Forecast: 200-Day Average Holds Firm
Natural gas encountered renewed resistance near the 200-day moving average, leaving $3.04 as a key pivot for determining whether recovery momentum can continue or reverse.
NeutralFXEmpire
Hycroft Mining (HYMC) Price Forecast: 14% Weekly Gain Signals Reversal
Hycroft Mining shares gained more than 14% this week, confirming a bullish breakout as improving momentum raises the potential for a larger trend reversal.
NeutralFXEmpire
Copper’s Long-Term Breakout Under Threat. Can Dollar Bulls Break Through?
Some market developments deserve more attention than others and this Friday.
NeutralFXStreet
Taiwan Dollar: CBC intervention and inflation risks – Commerzbank
Commerzbank strategists note that Taiwan’s October CPI eased to 2.33% year-on-year, below expectations but still above the Central Bank of the Republic of China’s (CBC) 2% alert threshold. Meanwhile, PPI surged 19.7%…
NeutralFXStreet
Indonesian Rupiah: Stronger growth fails to lift sentiment – MUFG
MUFG reports Indonesia’s Q3 GDP growth beat expectations at 5.47% year-on-year, helped by stronger exports and solid domestic demand. Private consumption and investment remained robust, reducing the urgency for Bank…
NeutralFXStreet
Malaysian Ringgit: Range consolidation view against US Dollar – Commerzbank
Commerzbank's Charlie Lay and Dr. Henry Hao note that Bank Negara Malaysia (BNM) held rates at 2.75% while maintaining a cautious stance. They expect a 25 bp hike in Q1 2027 and see USD/MYR consolidating within the…
NeutralFXEmpire
NASDAQ Index, SP500, Dow Jones Forecasts – NASDAQ Rebounds As AMD Gains 9%
NASDAQ moved higher as demand for tech stocks increased.
MUFG notes Taiwan’s headline inflation eased to 2.33% year-on-year in October, with core at 2.23%, both above the 2% alert level. The CBC is expected to keep its policy rate at 2.00% in December, though persistent…
Compiled by the Borearis Research Team from public news and market quotes, with AI-assisted summaries. For information only, not investment advice. Trading involves risk.
