According to ChainCatcher citing SemiAnalysis, U.S. technology stocks sold off sharply after the midterm elections amid concerns about tighter AI regulation and slower data-center construction. On November 5, the Magnificent Seven lost about $1.04 trillion in market value. Nvidia fell 9.26%, shedding more than $440 billion in market value—two to four times the declines of major customers Microsoft, Google and Amazon. Microsoft, Google, Amazon and Meta generated a combined operating cash flow that no longer covered capital expenditures in the third quarter, leaving a shortfall of about $26.4 billion, compared with a surplus of about $61.7 billion a year earlier. Amazon’s trailing 12-month free cash flow swung from a $14.8 billion inflow to a $42.4 billion outflow. Meta’s free cash flow turned negative for the first time in more than a decade, while Google’s long-term debt rose from about $20 billion to $125 billion. On Election Day, 40 of 41 local ballot measures concerning data centers across 10 states favored restrictions; 27 restrictive or opposition measures passed. SemiAnalysis said the policy changes may have limited impact on projects already underway in 2027 but could affect computing-capacity expansion plans from 2028 onward. More than 90% of Nvidia’s revenue comes from data centers. Meanwhile, Google Cloud’s third-quarter operating profit tripled year over year, AWS operating profit rose from $11.4 billion to $17.8 billion, and Microsoft Azure revenue grew 48%.

Trafigura Group has been buying large volumes of copper to increase sales in Asia as local supplies dwindle, according to Bloomberg. The buying adds to a scramble for metal that has pushed regional premiums for spot cargoes to record highs.

Markets related to Kalshi and Polymarket recorded more than $3 billion in combined trading volume during the 2026 U.S. midterm elections. According to PANews, Kalshi reported an accuracy rate of about 98% and said it reached a 99% probability on a key race roughly 115 minutes before CNN; its politics category had $679.2 million in open interest, while sports markets recorded $1.5 billion in volume, nearly 60% of the total. The report noted that sample dilution and errors in estimating seat margins remained.

人工智能,美股,投资,美股科技股经历过山车——但斌：AI时代落幕概率极小 回笼资金继续加仓 金色财经,美股科技股本周经历剧烈震荡。

According to ChainCatcher citing STAR Market Daily, DeepSeek’s web and API services experienced a partial outage starting at 3:11 PM today, with users temporarily unable to access its chat function. The affected services included chat, the DeepSeek V4 Pro API, and the DeepSeek V4.1 Flash API. DeepSeek said it had implemented a fix and was monitoring its effectiveness.

巴拉圭银行危机暴露传统金融脆弱性，也照出加密「替代方案」的成色——稳定币、隐私、身份各有软肋。

Anthropic大概没料到，自己精心挑选的上市窗口，会被一场中期选举掀翻。

人工智能,融资,摩根大通,中选只不过是最后一根稻草？市场终于正视AI“循环融资”的雷 金色财经,AI繁荣叙事的裂缝正在扩大。

短短两个交易日，美股玩家们就经历了一场极速过山车。

SOLANA,Elon Musk,赵长鹏,Cybertruck要停产了 Solana或被央妈调查 马斯克用CZ表情包 金色财经,​过去24小时，X上的KOL们在聊什么呢？

AI资本支出正逼近历史拐点，而美国经济增长的命运或与之深度绑定。

从智能合约漏洞到 AI 辅助渗透，从虚假招聘到朝鲜黑客组织，加密行业的攻击面正在从链上扩展至整个组织系统。

美国,美股,人工智能,数据中心这块肥肉为何遭抵制？ 金色财经,​在美国税务局眼中，机场就是一台巨型自动取款机。

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