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.

Mặc dù đảng Dân chủ giành chiến thắng áp đảo ở cả hai viện Quốc hội, cổ phiếu các công ty AI ban đầu giảm trước khi tăng trở lại, cho thấy thị trường thực sự đang giao dịch dựa trên sự khác biệt giữa kỳ vọng và quy định.

Với việc đảng Dân chủ giành được đa số tại cả Hạ viện và Thượng viện, quyền kiểm soát luật pháp về tiền điện tử đã chuyển sang tay đảng Dân chủ, và các cuộc điều tra về hoạt động kinh doanh tài sản kỹ thuật số của gia đình Trump sẽ được ưu tiên hơn so với việc thúc đẩy các dự luật mới.

Jinse Finance ra mắt "Jinse Web3.0 Daily", cung cấp cho bạn những tin tức mới nhất và nhanh nhất về AI, DeFi, DAO, NFT và ngành công nghiệp metaverse.

OFAC đã bổ sung 10 cá nhân và 1 thực thể vào danh sách trừng phạt để trấn áp mạng lưới nhân sự công nghệ thông tin ở nước ngoài của Triều Tiên và các kênh chuyển tiền điện tử của nước này.

Đảng Dân chủ đã giành chiến thắng ở cả hai viện Quốc hội trong cuộc bầu cử giữa nhiệm kỳ của Mỹ, đánh dấu thất bại chính trị tồi tệ nhất của ông Trump kể từ khi nhậm chức.

Giá cổ phiếu của Intel đã lao dốc 28,58% chỉ trong một ngày, giảm hơn một nửa so với mức đỉnh, kéo theo sự sụt giảm của toàn bộ ngành công nghiệp bán dẫn toàn cầu. Câu chuyện về trí tuệ nhân tạo đang chuyển từ việc mua sức mạnh tính toán sang đòi hỏi lợi nhuận.

Các báo cáo ban đầu về vụ đánh cắp 6,34 tỷ đô la từ Binance cho thấy đây là một cuộc phỏng vấn giả mạo, điều mà Triều Tiên phủ nhận, nhưng bí ẩn thực sự nằm ở việc tin tặc đã xâm nhập hệ thống trong suốt mười ngày.

Wang Yongli đã giải thích quy trình lập pháp đối với stablecoin ở Hoa Kỳ và chỉ ra rằng Trung Quốc không nên làm theo bằng cách phát hành stablecoin Nhân dân tệ, mà nên bám sát chủ đề chính là Nhân dân tệ kỹ thuật số.

Một cuộc phỏng vấn giả mạo được lên kế hoạch tỉ mỉ đã cho phép tin tặc xâm nhập vào ví chính của Binance từ máy tính của nhân viên trong gần năm tháng, dẫn đến việc đánh cắp 6,34 tỷ đô la tài sản.

Trong cuộc họp báo cáo thu nhập, Robinhood đã liệt kê TVL (giá trị bị khóa của token), các ứng dụng tài chính trên chuỗi và người dùng tại Mỹ là các chỉ số KPI thực sự, trong khi giao dịch token Meme chỉ là giai đoạn đầu của nhu cầu.