AI-generated summary The US Nasdaq share index headed for its worst day in 18 months after slumping by up to 5% on Thursday as Wall Street sustained widespread losses. Nvidia fell 6.7% while SanDisk tumbled 19% and Western Digital dropped 16.5% amid growing signs that the artificial intelligence industry will face tougher regulation.
AI-generated summary Bitcoin fell back toward $76,500 on Thursday as a broader technology stock selloff triggered $428 million in cryptocurrency liquidations. Investors expressed concerns over artificial intelligence spending, interest rates, and potential policy changes following the recent election.
AI-generated summary Micron shares dropped 12 percent and broke the July low as chip stocks declined alongside changing market views on the pace of the artificial intelligence buildout. Micron says the industry will face more supply constraints in 2027 and 2028 than in 2026, and that over 75 percent of production is committed.
AI-generated summary Arm reported a quarterly revenue and profit beat on Wednesday, but its guidance failed to comfortably exceed expectations. U.S.-listed shares of the British chip designer fell nearly 4% in after-hours trading following the announcement.
AI-generated summary The Nasdaq Composite index has rolled out a 5.5% rout that breaks the July low during heavy selling. Investors are rotating away from artificial intelligence names into companies perceived as less affected by the recent market downturn.
AI-generated summary The S&P 500, Nasdaq Composite, and Nasdaq 100 indices are available with trading data showing declines as broader US stock indices face heavy selling pressure. The selloff extends across chips, memory, networking, data-center power suppliers, and chipmaking equipment with multiple stocks dropping over ten percent.
AI-generated summary South Korean stocks are available for trading on the KOSPI index after dropping more than 5 percent following the U.S. midterm elections. Kim Seok-hwan, an analyst at Mirae Asset Securities, says the election outcome sparked foreign selling and raised concerns over tighter regulations on artificial intelligence data centers.
AI-generated summary According to the Financial Times, Chinese regulators have reportedly told SoftBank Group they will not allow its $5.4 billion acquisition of ABB robotics division. This regulatory decision creates uncertainty for SoftBank Group and leaves the robotics unit on the books of ABB.
AI-generated summary Goldman Sachs released a note estimating that states likely to tighten rules on data centres account for about 45% of planned US capacity. Goldman Sachs says the political backlash against data centres is a delay story rather than a demand collapse, which may limit further downside if pauses prove brief.
AI-generated summary Citrini Research released its latest State of the Themes report on Wednesday, arguing that growth in artificial intelligence infrastructure investment has peaked. Citrini says the balance of risk for artificial intelligence infrastructure has shifted to the downside due to a widening gap between capital expenditures and ecosystem revenue.
AI-generated summary UBS has released an updated forecast raising aggregate artificial intelligence capital expenditure projections to $1.0 trillion for 2026 and $1.4 trillion for 2027. UBS says the 2027 debt-ceiling negotiations are now the clearest risk for US bonds following the midterm elections while the artificial intelligence investment cycle keeps expanding.
AI-generated summary SoftBank Group launches into Thursday's Tokyo session facing pressure from an Arm Holdings share slide and a rotation out of artificial intelligence stocks. The combination of the Arm drop and the broader market rotation out of chip names leaves the price weighted Nikkei exposed to lagging the wider market.
AI-generated summary Amazon and Microsoft shares are available up around seven percent as the market responds to a slower data center buildout following local votes. The market has rejected the high cash demands and spending on data center supply chains and chips as the risk reward ratio proved unconvincing.
AI-generated summary Barclays Plc head of European and APAC equity strategy Emmanuel Cau says dip buyers are available for technology stocks as investors look past the US midterms. The vote delivered clarity for the technology sector as Democrats took control of Congress and the Senate, switching the focus back to fundamentals.
AI-generated summary Stock futures available after sliding Tuesday night following Democratic victories in key races across the country as Wall Street confronted a blue tsunami threat to the artificial intelligence boom. JPMorgan Chase analysts cautioned that the election outcome could trigger a sell-off due to assumed higher regulation, potential new data center restrictions, and higher taxes.
AI-generated summary Thirty-three ballot measures that restrict data centers are available after being passed by voters or leading in ongoing vote counts late Tuesday evening. Residents in communities across the country pushed back on plans by tech companies to build data centers to power artificial intelligence platforms.
AI-generated summary InvestingLive launched market news coverage detailing how Asian markets fell sharply on Wednesday as early results from the US midterm elections showed Democrats ahead. Traders are pricing in more friction for artificial intelligence and data centre investment along with the prospect of gridlock and drawn-out bargaining over fiscal policy.
AI-generated summary Super Micro released its earnings report showing revenue of $19.9 billion for the September quarter along with higher gross margins of 12.8%. Chief Financial Officer Mark Long says the customer mix is driving revenue growth as major customers doing large deployments choose Super Micro.
AI-generated summary Advanced Micro Devices launched its fourth-quarter revenue outlook of $17bn alongside stronger-than-expected third-quarter financial results. Advanced Micro Devices says growth should accelerate further as it ramps production of its Helios AI rack system and next-generation Venice server processors.
AI-generated summary Anthropic has released Opus 5.5, reducing customers cost per task by approximately 40% compared to Opus 5 while preserving its profit margins. Anthropic says that after launching Opus 4.5 in November 2025, total quarter-over-quarter revenue growth accelerated significantly due to expanded customer adoption.
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