Thursday, November 5, 2026

Thursday Evening Links

[AP] A brutal sell-off for AI stocks sends Wall Street reeling, and the S&P 500 tumbles 4.4%

[Reuters] Nasdaq posts biggest daily drop in 19 months on fears of AI regulations

[Reuters] AI storm dooms tech stocks to $2 trillion decline on darkest day since 2025

[CNBC] Elon Musk’s Tesla and SpaceX lose over $420 billion in combined market cap after midterms

[Yahoo/Reuters] Brent crude jumps, settles up over $3 after tanker attacks

[Yahoo Finance] Retail traders dump $358 million in stocks in biggest selling day since 2020

[CNBC] The October jobs report is out Friday. Here’s everything to expect

[Yahoo/Reuters] Fed's Hammack, Barkin favor gradual rate-hike path to lower inflation

[Bloomberg] Hedge Funds Were ‘Massive’ Sellers of AI Debt, RBC’s Skiba Says

[Bloomberg] Mystery Seller Seeks to Dump $500 Million of Data Center Loans

[Bloomberg] SpaceX Default Risk Hits Record High in Tech-Driven Credit Slump

[Bloomberg] AI Companies Brace for New Challenges After Democrats’ Win

[Bloomberg] Nvidia CEO Pressed by US Lawmakers Over Tie to Firm in Spy Probe

[NYT] Stocks Plunge as Midterm Results Renew A.I. Anxiety

[NYT] Tech Billionaires Face Tricky Political Waters After Democratic Sweep

[WSJ] Wall Street Gets $2.5 Trillion AI Reality Check With Historic Rout of Tech Stocks

[WSJ] Leveraged ETFs Could Be Factor in Rout

[WSJ] White House Warns Conservative Groups It Is ‘Monitoring’ Their Statements

[FT] Wall Street sheds $3.2tn as Democratic midterm sweep triggers brutal AI rout 

[FT] Wall Street mega-donors clobbered by Democratic sweep