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U.S. stocks tumbled as the technology selloff intensified, with the Nasdaq Composite falling 3.7%, the S&P 500 dropping 2.1%, and the Dow declining 1.1%.
Broadcom, Nvidia, Oracle, Tesla, and other technology names traded lower as investors reassessed Big Tech spending growth, with one analyst expecting capital expenditure growth to peak in 2027 rather than 2028/2029.
Continued pressure on technology valuations and expectations for slower data-center investment growth could intensify downside risks across the broader equity market.
Global markets rallied as investors assessed the Democratic midterm election victory, with US and European equities advancing, the dollar weakening, and cryptocurrencies posting strong gains.
Bitcoin climbed 2.46% to $80,449, Ethereum gained 4.04% to $2,418, and Solana advanced 3.60% to $96.86, while gold rose 1.59% and bond yields eased across major regions.
Improving risk appetite and easing geopolitical concerns could support further gains across cryptocurrencies and broader risk assets, although US payrolls data and the Bank of England's expected rate hike remain key uncertainties.
US stock futures turned mixed as AI-related weakness pressured technology stocks, with Nasdaq futures falling 0.6% despite gains in Dow and S&P 500 futures.
Qualcomm plunged 10.1% after reporting weaker-than-expected smartphone chip sales, while Nvidia fell 0.4%, Marvell declined 2.5%, and Intel dropped 1.7% in premarket trading.
Continued weakness in chipmakers and AI-related stocks could intensify selling pressure across the technology sector and weigh on the Nasdaq.
U.S. equity futures turned mixed Thursday as technology stocks faced renewed AI-regulation concerns following Wednesday's broad market rally, with Nasdaq-100 futures falling around 1% while Dow futures gained 0.5%.
AppLovin surged around 18% premarket after reporting 55% year-over-year revenue growth, while Apple crossed a $5 trillion valuation and Micron, Nvidia and Tesla faced selling pressure.
Potential tighter AI regulation and uncertainty surrounding data center investment could intensify volatility across semiconductor and AI-related stocks, even as strong corporate earnings provide selective support.
Global AI stocks extended their selloff as investors assessed the potential impact of the US Democratic election sweep on data-center expansion, while Treasury yields fell to eight-week lows and gold climbed above $4,100.
Nasdaq futures dropped 0.7%, Samsung and SK Hynix fell 7.5% and 9.5%, respectively, while Dow futures gained 0.4% and Brent traded around $95 per barrel.
A slowdown in data-center investment could further pressure AI infrastructure and semiconductor stocks, while lower energy prices and falling yields may continue supporting broader risk sentiment and gold.
Global AI stocks extended their selloff as investors assessed the potential impact of Democratic election victories on U.S. data-center expansion, while Treasury yields fell to eight-week lows and Bitcoin climbed above $80,000.
Samsung Electronics and SK Hynix plunged 7.5% and 9.5%, respectively, as Nasdaq futures dropped 0.7%, while Brent crude remained near $95 per barrel and gold recovered above $4,100 an ounce.
Potential restrictions on AI infrastructure expansion could intensify pressure on semiconductor and cloud stocks, while falling yields and renewed risk appetite may support Bitcoin and broader markets.
Asian markets diverged sharply as hawkish Bank of Japan signals, plunging oil prices and Australia's unexpectedly strong trade surplus drove contrasting regional performance.
Japan's Nikkei fell 1.54% and South Korea's KOSPI dropped 5.37%, while Hong Kong's Hang Seng gained 3.46% and Australia's ASX 200 advanced 2.61%; Australia's trade surplus surged to AUD 2.83 billion in September.
Further BoJ rate hikes could strengthen the yen and pressure Japanese equities, while Australia's stronger trade balance and rising gold prices may support their respective markets.
Brent crude futures slumped to a two-month low below $100 per barrel as Democratic gains in the US midterm elections raised hopes of a negotiated end to the Iran war and easing energy-market pressures.
Lower oil prices pushed US Treasury yields to two-month lows, pressured the dollar, and supported several Asian stock markets, while South Korean and Taiwanese equities suffered sharp losses.
A potential diplomatic resolution could further ease inflation pressures and reshape expectations for central-bank interest rates, although Trump's continued commitment to the Iran war leaves significant uncertainty.
Indian equity markets are poised for a strong opening on November 5, with GIFT Nifty surging 316 points to 24,313.50 as global equities rally following Democrats' sweeping US midterm election victory. The S&P 500 jumped 1.6%, the Dow gained 3%, gold surged 3.3% to around $4,070 an ounce, and foreign investors purchased Rs 7,284 crore of Indian equities. Improved global risk appetite and sustained foreign inflows could further support Indian equities, although regional weakness in technology stocks may limit gains.
Global equities rallied following the US midterm elections, with historical data pointing to further gains for the ASX 200 over the following 3 to 12 months despite potential short-term weakness. The S&P 500 surged 1.6%, the Dow jumped 3.0%, while Brent crude plunged 9.3% to $94.49 as hopes of an end to the US-Iran war lifted market sentiment. Easing political uncertainty, falling oil prices and improving market breadth could support the ASX 200 and broader equity markets in the coming months.
Japan’s Nikkei could find support on Thursday after falling nearly 2,500 points, or 3.8%, over three consecutive sessions.
The index closed Wednesday down 1.42% at 62,188.63, while Wall Street rallied sharply and crude oil plunged 8.73% to $87.70 per barrel.
Positive global market sentiment and easing U.S.-Iran geopolitical concerns could help stabilize Japanese equities and trigger a rebound.
Global markets rallied as Democrats' midterm election victory eased political uncertainty, while Brent and WTI crude plunged amid hopes of progress toward ending the US-Iran conflict.
The Dow gained 3%, the S&P 500 rose 1.6%, and the Nasdaq advanced 1.4%, while Brent fell nearly 20% and WTI dropped 15% so far this week.
Lower oil prices could ease inflationary pressure and support stocks and bonds, while expectations of a potential end to the Iran conflict may keep pressure on crude.
Global stocks rallied after Democrats won control of both chambers of Congress, easing political uncertainty and lifting all three major U.S. stock indexes.
The Dow gained 3.03%, the S&P 500 rose 1.58%, and the Nasdaq Composite advanced 1.44%, while Bitcoin climbed 3% and Ether gained 5.6%; Brent crude fell nearly 9%.
Reduced political uncertainty could support broader risk appetite, while increased congressional scrutiny of AI and potential changes to government spending may create sector-specific headwinds.
U.S. stocks surged in a broad rally, with the Dow jumping 3.03% to its biggest single-session gain since April 9, 2025, as investors welcomed divided government and plunging oil prices.
The S&P 500 gained 1.58% and the Nasdaq rose 1.44%, while crude oil tumbled 8.3% to $88.12 and gold advanced 3.4% to $4,061.10; meanwhile, AI-related stocks remained under pressure, with CoreWeave falling 9.9% and Hut 8 sliding 23%.
Lower energy prices and expectations of political gridlock could support broader equities and ease inflation concerns, while AI infrastructure financing and regulatory risks may continue pressuring selected technology stocks.
U.S. stocks surged after the midterm elections, with the Dow Jones Industrial Average recording its biggest gain in more than a year as investors anticipated that divided government could limit regulatory risks.
Treasury yields and the U.S. dollar fell, while oil futures suffered their biggest three-session decline in almost five years amid signals that the Trump administration could seek an exit from the Iran war.
Lower oil prices and easing inflation concerns could support broader risk appetite, although continued political and geopolitical uncertainty may drive volatility across financial markets.
U.S. stocks surged following a sweeping Democratic victory in the 2026 midterms, with the Dow posting its best single-day performance since April 2025.
The Dow jumped 3%, the S&P 500 gained 1.6%, and the Nasdaq advanced 1.4%, while Treasury yields and the U.S. dollar declined as investors anticipated political gridlock limiting fiscal expansion.
Reduced expectations for government spending and regulatory changes could continue supporting equities, although increased scrutiny of AI data-center investments could pressure technology stocks.
U.S. stocks surged, with the Dow posting its largest single-day gain since April 2025 as investors welcomed expectations of political gridlock and falling oil prices.
The Dow jumped 3.03%, the S&P 500 gained 1.58%, and the Nasdaq advanced 1.44%, while crude oil plunged 8.3% to $88.12 per barrel and gold climbed 3.4% to $4,061.10.
Continued oil weakness and expectations of fewer regulatory changes could support equities, although persistent uncertainty surrounding AI investments may limit further gains.
Oil prices plunged nearly 9% Wednesday, putting Brent crude on track for its largest weekly decline since April 2020 as markets priced in a potentially faster end to the Iran war.
Brent settled at $94.62 a barrel, down nearly 17% week to date, while WTI fell about 8% to $88.12; U.S. stocks rallied, with the S&P 500 gaining 1.9%.
If expectations for a ceasefire and restored Strait of Hormuz flows strengthen, crude prices could face further downside, although a near-term diplomatic solution remains uncertain.
U.S. consumer and retail stocks are emerging as potential winners after Democrats' midterm election sweep, as expectations of greater political checks and balances boost investor confidence.
The Dow Jones recorded its strongest post-midterm gain in more than four decades, while consumer discretionary and consumer staples ETFs posted significant advances amid falling oil prices and expectations of reduced policy uncertainty.
Potential pressure on energy costs, improved labor availability, and stronger consumer purchasing power could further support retailers and consumer-facing companies, although the impact on corporate profits may take time to materialize.
U.S. stocks surged following a Democratic sweep of Congress, with the Dow jumping approximately 1,500 points, or 3%, while oil prices declined amid rising hopes for a U.S.-Iran peace deal.
The Nasdaq gained nearly 2%, Treasury yields fell, and the dollar weakened against the euro and Japanese yen as investors reassessed the political and geopolitical outlook.
The rally could continue if expectations for geopolitical de-escalation improve, while potential restrictions on data center development could reshape competitive dynamics in the AI sector.
Global stocks and cryptocurrencies rallied after Democrats secured control of both chambers of Congress, easing political uncertainty and boosting investor sentiment across financial markets.
The Dow surged 2.89%, the S&P 500 gained 1.85%, Bitcoin climbed 3.22% to $80,316, and Ethereum advanced 5.8% to $2,425, while Brent crude plunged 9% to $94.50 per barrel.
Greater political clarity and falling Treasury yields could continue supporting risk assets, although potential AI regulatory scrutiny and weakness in oil markets may create sector-specific pressure.
US equities rallied sharply after Democrats won control of both chambers of Congress, with the Dow jumping more than 1,000 points (2%) and the S&P 500 and Nasdaq Composite each gaining 1.1%. Investors are also assessing potential risks to the AI infrastructure boom following election victories by data-centre opponents, while Brent traded at $104.27 and WTI hovered near $97 per barrel. Potential pressure on data-centre expansion and upcoming US productivity and jobs data could drive volatility across equities, particularly technology stocks.
U.S. stocks surged after Democrats swept Congress, with the Dow jumping approximately 1,500 points, or 3%, as investors reacted to the election outcome.
The Nasdaq gained around 2%, Microsoft, Amazon and Apple each climbed more than 6%, while oil prices, Treasury yields and the U.S. dollar declined.
The political shift could reshape expectations for economic policy and data-center development, while continued weakness in oil and the dollar may influence broader market positioning.
U.S. stocks surged across the board on Wednesday following Democrats' decisive midterm election victory, with the Dow jumping 1,299 points for a 2.5% gain.
The S&P 500 climbed 1.4% to 7,676.01, while the Nasdaq gained 1.5% to 25,751.33, as investors responded to reduced concerns about political confrontation and legislative gridlock.
Improved political stability and stronger-than-expected private employment growth could support further equity gains, although regulatory uncertainty and sector weakness remain potential headwinds.
U.S. stocks rallied broadly after Democrats secured a sweeping midterm election victory, with the S&P 500 gaining 1.8%, the Nasdaq Composite rising 2.5%, and the Dow advancing 2.1%.
Consumer discretionary, communication services, technology, and consumer staples led sector gains, while Treasury yields and the U.S. dollar declined as investors anticipated potential fiscal gridlock.
The prospect of divided fiscal policymaking could support equities and limit government spending expectations, although sector-specific volatility may persist.
US stocks surged following Democrats' midterm election victory, with the Dow jumping nearly 1,000 points as investors anticipated a divided government and reduced policy uncertainty.
The Dow gained 1.9%, the S&P 500 rose 1.2%, and the Nasdaq advanced 1.3%, while gold climbed 2.93% to $4,043.45 and silver jumped 4.44% to $51.98 as the dollar weakened.
The prospect of congressional gridlock could support broader equities and precious metals, although potential restrictions on data centre construction may continue pressuring AI infrastructure stocks.
U.S. stock futures surge after Democrats win control of Congress, with Dow futures jumping more than 1,100 points, or 2.15%, as investors anticipate political gridlock limiting major policy changes.
S&P 500 futures gain 1.1%, Bitcoin trades around $78,400, and gold rebounds above $4,000, while Treasury yields decline and Brent crude falls 3%.
Improved risk appetite could support equities and Bitcoin, although uncertainty over AI policy and geopolitical developments may drive further volatility.
Global markets rallied after Democrats swept both chambers of the U.S. Congress, with U.S. stock futures surging and European equities posting strong gains.
Gold jumped 2.83%, Bitcoin gained 1.83%, and the U.S. Dollar Index declined 0.44%, while crude oil prices retreated amid expectations of potential U.S. policy changes toward Iran.
The political shift could intensify cross-asset volatility as investors reassess the potential implications for U.S. policy, currencies, commodities and risk assets.
Democrats have won control of both chambers of Congress in the U.S. midterm elections, triggering a relief rebound across Bitcoin, equities and precious metals as election uncertainty fades.
Bitcoin recovered above $78,000 after dipping below $76,000, while Nasdaq futures gained nearly 1%, gold advanced nearly 3% and the Dollar Index fell 0.44%.
Bitcoin's recovery could face resistance unless spot ETF inflows remain consistent and BTC decisively breaks above $82,000, keeping the broader rebound vulnerable to reversal.
Global markets rallied as Democrats swept both chambers of the U.S. Congress, with Wall Street futures and European equities posting strong gains while gold and cryptocurrencies advanced. The S&P 500 gained 1.06%, the Dow rose 1.50%, gold jumped 2.83%, and Bitcoin climbed 1.83% to $78,421, while the Dollar Index fell 0.44%. Shifting expectations around U.S. policy could sustain volatility across equities, commodities, currencies, and crypto markets.