Tuesday, November 3, 2026

Wednesday's News Links

[CNBC] Dow ralllies 1,000 points as big midterm wins by Democrats remove political uncertainty risk on Wall Street: Live updates

[Yahoo/Reuters] Gold gains 3% as dollar slides after Democratic midterm gains

[Yahoo/Reuters] Oil falls on Iran war uncertainty, US Democrats' midterm sweep

[CNBC] Treasury yields fall as investors crowd into bonds for safety amid election stock sell-off

[Axios] Everything you need to know about last night in under 1,000 words

[Axios] Voters deliver "AI earthquake," rebuking tech and billionaires

[Axios] GOP Loses Senate in Midterms Debacle

[AP] Takeaways: Voters punish Trump, and the GOP suffers historic losses

[Yahoo/Bloomberg] AI Data Center Boom Is Set for Upheaval After US Election Rout

[Yahoo/Reuters] Democratic sweep adds new twist to markets' Iran, AI, and debt worries

[Yahoo/Reuters] Analysis-Trump's midterm drubbing demonstrates the power of data-centre opponents

[Reuters] From Iran to trade: how the US midterms impact the rest of the world

[Axios] Trump says GOP lost because he wasn't on ballot, is "willing to accept" results

[CNBC] Private companies added 86,000 jobs in October, slightly higher than expected, ADP says

[Yahoo/Reuters] US trade deficit narrows slightly in September; imports race to record high

[CNBC] Mortgage rates drop for the third straight week, but homebuyers are still leaving the market

[Reuters] Oracle abandons $7 billion Tencent AI deal under Trump pressure, FT reports

[Yahoo Finance] Big Tech has more than $3 trillion in AI commitments that don't show up on its balance sheets

[Yahoo/Bloomberg] Euro-Zone Inflation Accelerates to Double the ECB’s Target

[Yahoo/Reuters] UK services growth hits 8-month high in October, PMI shows

[Yahoo/Reuters] China's services growth slows to three-month low as confidence weakens

[Bloomberg] Fed Wins Protection With Democrats Taking Control of the Senate

[Bloomberg] What the Democrats’ Sweep of Congress Means for Trump

[Bloomberg] US Allies See a Weakened Trump But They’re Wary of the Backlash

[Bloomberg] Hedge Funds Flag Growing Private Credit Risks Amid Rising Rates

[Bloomberg] Cyberattackers Drain Money From French Bank Credit Mutuel Arkea

[NYT] Midterm Elections Live Updates: Democrats Clinch Senate as Voters Deliver Blistering Rebuke to Trump

[WSJ] The Trump Reckoning Arrives

[WSJ] Iran Turns to Guerrilla Tactics in Bid to Reassert Grip on Strait of Hormuz

[FT] Democratic governors elected on promises to stop data centre building

[FT] Trump’s American slapdown for the ages

[FT] AI cyber breach of a bank is a matter of when, not if

[FT] From Ponzi to Fonzi: the $20bn fraud scandal rocking Turkey

Tuesday Evening Links

[CNBC] Stock futures fall as traders speculate Democrats headed for big wins in midterm elections: Live updates

[Yahoo/Reuters] Investors ready for possible shake-up in Congress as US awaits election results

[Reuters] US has no immediate plan to strike Iran, Trump tells FT

[Axios] Binance's $6.3 billion hack began with a fake job

[Bloomberg] Canada’s Carney Says US Has Lowered Its Demands in Trade Talks

[NYT] On Cusp of Renewed War, More Iranians Are Calling for Nuclear Weapons

[WSJ] Bitcoin Miners Pivoted to AI—Only to Find It’s Just as Turbulent as Crypto

[FT] US has no immediate plan to strike Iran, Trump tells FT

[FT] Investors watch US state races for signs of backlash against AI boom

Tuesday Afternoon Links

[Yahoo/Reuters] S&P 500, Nasdaq rise as tech stocks gain ahead of midterm results

[Politico] Live: Election Day in America

[MSN/WP] Election 2026 Live Updates

[Axios] New data shows labor market strength in September

[Yahoo/Reuters] US job openings increase sharply in September

[Yahoo/Reuters] US factory orders beat expectations in September amid broad strength

[Yahoo/Bloomberg] Bitcoin ETFs Lose $1 Billion as Midterms, Binance Hack Weigh on Sentiment

[Yahoo/Bloomberg] Binance Hack Exposes Crypto Risk: Disappearing Money

[Yahoo/Reuters] Global financial markets were already fragile. Big AI bets could break them 

[Yahoo/Bloomberg] Bundesbank's Nagel joins ECB chorus backing December rate hike

[AP] Flights across Europe face disruption after false bomb threats

[Politico] Trump says Europe gave Greenland to US as ‘greatest gift’ ever

[Bloomberg] Dudley: The AI Boom May Be Sowing Seeds of Another Financial Crisis

[Bloomberg] Apollo Says It Will Play Defense in Lending for AI Buildout

[NYT] The Soaring Cost of Diesel Is Bankrupting Small Trucking Companies

[WSJ] The IPO Market Is Open For Anthropic. Not For Everyone Else.

[WSJ] The Little-Known Chinese Bank in the Middle of Iranian and Russian Money Flows

[FT] Wall Street braces as voters go to polls in high-stakes US midterm elections

[FT] A chill wind in the AI credit market