According to CNBC, Democrats’ gains in Tuesday’s U.S. midterm elections renewed concern about data-center expansion, but economists said political resistance could slow AI investment and make the boom more sustainable. Bank of America economist Aditya Bhave said AI-related capital expenditures had grown at a 26% annualized pace in real terms since the beginning of last year, a rate he viewed as a sign of overinvestment and a greater risk of a hard landing. RSM US chief economist Joseph Brusuelas said a slower investment pace could also redirect capital into other areas of the economy. On Wednesday, the S&P 500 rose 2% as of 12 p.m. ET, the Dow gained about 3% and the Nasdaq Composite advanced 1.5%. Meta, Google, Amazon and Microsoft were each up more than 4% as of 2 p.m., while GE Vernova fell about 10% and Constellation Energy declined 6%. AI-focused cloud providers CoreWeave, Nebius and IREN fell about 9%, 6% and 11%, respectively.

According to Jin10, market sources said Apple (AAPL.O) will cut some engineers’ daily AI usage cap from $300 to $200 and plans further reductions to employees’ AI usage limits.

According to Jin10, Brent crude futures settled at $94.62 per barrel, down $8.98, or 8.67%.

According to CNBC, U.S. stocks rallied Wednesday after Democrats scored major victories in the midterm elections, but AI-related shares diverged as investors weighed the potential impact on data-center development. Amazon rose 7%, Microsoft gained more than 6% and Alphabet advanced almost 4%. CoreWeave fell almost 10%, Iren dropped 11% and Nebius slid about 6.5%. Democrats who support restrictions on data-center development won key governorships in Texas and Ohio, and voters approved measures restricting projects in localities across the country. Texas accounts for about 25% of data-center construction, according to Bernstein analysts. Jim Cramer said the results could make financing harder for smaller cloud-computing providers, while BMO Capital Markets analysts said investors would reassess policy exposure but existing backlogs and projects should still convert amid underlying demand growth.

According to CNBC, shares of major technology companies rose Wednesday after Democrats won both the House and Senate in the midterm elections, easing investor uncertainty. Amazon gained 8%, Google rose more than 6%, Microsoft climbed 4%, Meta advanced 3% and Apple rose nearly 7%. Many of the gainers were hyperscalers, the largest cloud providers. David Kelly, chief global strategist at JPMorgan Asset Management, said the divided government would moderate growth and inflation and reduce uncertainty, helping stocks move higher.

Uber’s delivery business accelerated in the third quarter as growth in its ride-hailing business slowed, Bloomberg reported. Wedbush Managing Director Ygal Arounian discussed why the rides slowdown was not too concerning and how Uber could compete in grocery delivery after rivals DoorDash and Instacart tied up.

Arushi Sharma Frank, founder and CEO of Luminary Strategies, said data centers can be assets to energy resources and the power grid, according to Bloomberg. She also discussed how midterm results could affect the AI buildout and why Elon Musk’s plan to put data centers in space offers diversification for the chip sector.

According to CNBC, CIBC named 36 stocks it viewed as potential beneficiaries after Democrats swept the midterms, favoring major technology platforms, multinationals and lower-volatility companies in a more defensive, regulation-driven environment. The basket included Meta Platforms, Apple, Alphabet, Amazon, Microsoft, Palo Alto Networks, Accenture, Visa, Cigna Group, Republic Services and NextEra Energy. CIBC said a possible slowdown in Texas data-center development after Republican Gov. Greg Abbott’s defeat could weigh on AI industrial stocks near term; governor-elect Gina Hinojosa has advocated a moratorium on new construction and permits. The bank said hyperscalers could benefit if data-center spending is spread over a longer period, and noted Microsoft’s $25 billion and Meta’s $15 billion debt sales. CIBC expected most or all scheduled data centers to be built. Its separate Republican basket included 45 stocks, among them Nvidia, Advanced Micro Devices, Broadcom, Vertiv and GE Vernova.

Tokens linked to U.S. President Donald Trump led losses among the top 100 digital assets on Wednesday after Democrats swept the U.S. midterm elections, even as the broader crypto market advanced. According to Cointelegraph, Official Trump (TRUMP) fell 17% over 24 hours to $1.33, while World Liberty Financial (WLFI) dropped more than 7% to $0.047, based on CoinMarketCap data from around 5:32 p.m. UTC. TRUMP, the president’s official memecoin, launched in January 2025, while WLFI is the governance token of World Liberty Financial, a Trump family-backed decentralized finance project launched in 2024. Democratic victories, including surprise wins in Texas, followed Tuesday’s elections, with the party winning control of both the House and Senate from Republicans. The results could make it harder for Trump to advance his crypto plans and bring additional scrutiny to his family’s crypto businesses. Bitcoin rose more than 4% over 24 hours to around $80,500, and Ether gained 6% to $2,433. BNB rose 3%, XRP gained 2.6% and Solana climbed 2.5%, while the overall crypto market increased 3.4% to $2.69 trillion. Losses also affected other politically linked tokens. MELANIA, associated with First Lady Melania Trump, fell nearly 13% over 24 hours to around $0.066. VANCE, a token named after Vice President JD Vance with no confirmed official connection to him, dropped nearly 12%. The political memecoin sector’s market capitalization declined more than 16% on the day to $477 million, while trading volume jumped 123% to $437 million, according to CoinMarketCap data. Benjamin Sarquis Peillard, founder and CEO of DeFi platform Cap, told Cointelegraph that politically linked tokens may be more sensitive to changing expectations in Washington than established assets, which also respond to liquidity, institutional flows and macroeconomic conditions. He said the selloff may reflect a short-term election reaction, while raising questions about what could sustain demand beyond a token’s association with a political figure. The results also add uncertainty around U.S. crypto legislation, including the stalled Digital Asset Market Clarity Act, or CLARITY Act. The bill failed to advance in the Senate earlier this year after falling short of the 60 votes required. Democrats sought stronger ethics provisions and safeguards against conflicts of interest involving Trump’s crypto ventures, while four Republicans also opposed advancing the legislation. Peillard said the broader industry’s key question is whether Congress can establish a durable regulatory framework regardless of which party holds power.

民主党横扫两院，AI 股却先跌后涨，市场真正交易的是预期差而非监管。

民主党夺下参众两院多数，加密立法主导权易手，调查特朗普家族数字资产业务将优先于推动新法案。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的AI、DeFi、DAO、NFT和元宇宙行业新闻。

OFAC 将 10 名个人和 1 个实体列入制裁名单，打击朝鲜海外 IT 人员网络及其加密货币转移通道。

美国中期选举民主党拿下国会两院，特朗普遭遇执政以来最严重的政治挫败。

英特尔单日暴跌 28.58%、较高点回撤过半，拖累全球半导体板块，AI 叙事正从买算力转向要回报。

币安 63.4 亿美元被盗的初步报告指向一场假面试，朝鲜否认指控，而真正难解的是攻击者在内部潜伏的十天。

王永利详解美国稳定币立法进程，并明确指出中国不应跟随发行人民币稳定币，而应坚守数字人民币这条主线。

一场精心设计的虚假面试，让黑客用近五个月从员工电脑渗透进币安核心钱包，63.4 亿美元资产被转走。

Robinhood在财报会上把股票代币TVL、链上金融应用和美国用户列为真正的KPI，Meme币交易只是第一阶段的需求来源。