Wall Street plonge, vent de panique sur l’IA : le Nasdaq perd 2500 milliards de capitalisation après la victoire démocrate aux midterms

Le Nasdaq, à forte coloration technologique, a accusé les plus fortes pertes à Wall Street, avec une baisse de 5,52%. Andrew Kelly / REUTERS
LE FIGARO : La vague bleue pourrait aboutir à la remise en question de nombreux projets de data centers dans le pays ainsi qu'à de nouvelles régulations sur les acteurs du secteur. Le Nasdaq a vécu jeudi sa pire journée depuis avril 2025.

Gros vent de panique à Wall Street. Deux jours après la vague bleue des midterms, les marchés boursiers américains se sont fortement orientés à la baisse à la clôture des marchés ce jeudi. Le Nasdaq, à forte coloration technologique, a accusé les plus fortes pertes, avec une baisse de 5,52% et enregistré une baisse de capitalisation boursière supérieure à 2500 milliards de dollars. De ce fait, il enregistre sa plus forte baisse journalière depuis avril 2025 et le « Liberation Day » de Donald Trump. Vu le poids des géants de la tech dans les autres indices américains, le S&P 500 et le Dow Jones ont également accusé le coup, cédant respectivement 4,35% et 3,44%.

Difficile de ne pas voir dans ce mouvement l’impact direct du résultat des midterms. Avec la très large défaite de Donald Trump et des républicains dans de nombreux États du pays, beaucoup de projets de centres de données portés par les entreprises du secteur - essentiels pour le développement de l’IA - sont menacés. Selon un décompte du Washington Post réalisé jeudi, une trentaine de juridictions à travers le pays ont voté à l’occasion des élections de mi-mandat des propositions législatives de moratoires sur l’implantation ou à tout le moins des restrictions pour ces objets. C’est notamment le cas dans l’Ohio, au Kansas, en Californie ou encore dans le New Hampshire. Bloomberg assure que la moitié des nouveaux projets de centres de données d’IA à travers les États-Unis sont potentiellement menacés par des moratoires ou des restrictions. « Nous pensions être tirés d’affaire après le rebond du marché au lendemain des élections de mi-mandat, mais soudain, c’est un véritable bain de sang à Wall Street », commente auprès de l’AFP Jose Torres, analyste d’Interactive Brokers. » | Par Lucas Mediavilla | Publié : jeudi 5 novembre 2026. Mis à jour : vendredi 6 novembre 2026

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Bank of England Raises Interest Rates and Warns of More Pain to Come

THE TEKEGRAPH: Policymakers vote to raise rates from 3.75pc to 4pc, the first increase since August 2023

The Bank of England has raised interest rates for the first time in three years and warned households to brace for further pain. Policymakers voted to raise rates from 3.75pc to 4pc on Thursday, the first increase since August 2023.

Britain’s borrowing costs rose and the pound edged up as the Bank signalled there could be another increase before Christmas.

The Bank blamed the ongoing conflict in the Middle East for triggering another sharp jump in energy prices, with John Healey’s maiden Budget doing little to ease a two-year decline in household incomes.

Threadneedle Street now believes inflation will peak at around 5pc by the middle of 2027, even if the economy slows sharply.

However, policymakers said price rises would peak at 6pc next summer if the Iran war did not end.

The Bank also laid bare the impact of the conflict on family finances, with Donald Trump’s war pushing up mortgage costs for the average household by £1,500. » | Szu Ping Chan Economics Editor. Chris Price Markets Editor | Thursday, November 5, 2026

ALSO READ:

US stocks nosedive as Democrat victory sparks investor panic: Wall Street suffered its worst sell-off since Donald Trump’s tariff rollout amid fears the Democrats will derail the AI boom. / The Nasdaq 100 plunged more than 6pc on Thursday - the biggest fall since April 2025 - with shares in semiconductor makers the hardest hit. »

Wall Street Turns Its Back on Trump and Musk by Dumping Related Assets, Roger Montgomery Says

Nov 5, 2026 | As the blame game erupts within Republican ranks over the midterms rout, what was an extraordinary day in Washington saw a remarkable rally on Wall Street. The best day in 20-months for the Dow Jones Industrial Average, while tech stocks rose on the Nasdaq. But Elon musk's Tesla and SpaceX took a hit. The billionaire spending hundreds of millions of dollars unsuccessfully backing Republicans in the midterms.

Fund manager Roger Montgomery says the clean sweep by the Democrats simply means that there will be questions "about Starlink and the grants that they've got and the contracts that they've got with government, as well as SpaceX and Tesla even."

The oil price slump also seemed to boost global stock markets but Roger Montgomery is not convinced the optimism will last. "Foreign policy in the United States has been antagonistic towards the Middle East. And the belief is that that won't continue. But of course, the fact that we've got Donald Trump as a lame duck president, he will pronounce executive orders that will remain destabilising."

« Un abus scandaleux de la fonction présidentielle » : Trump peut-il monétiser l’accès à ses publications sur Truth Social ?

Cette image provient de cet article du Figaro. | En temps normal, la seule perspective d’une enquête judiciaire aurait suffi à décourager ce genre de pratique, estime Renée Jones, professeure de droit au Boston College et ancienne directrice des finances d’entreprise à la SEC. DADO RUVIC / REUTERS
LE FIGARO : DÉCRYPTAGE - La holding du président américain lance ce samedi un abonnement à 100.000 dollars par mois donnant aux traders un accès anticipé à ses publications sur Truth Social. Une offre qui relance le débat sur la marchandisation du pouvoir.

Dans les États-Unis de Donald Trump, tout s’achète et tout se vend. Même la primeur d’une phrase présidentielle. Ce samedi 1er août, Trump Media, la société qui possède Truth Social, lance un service inédit : moyennant plusieurs dizaines de milliers de dollars par mois, les fonds spéculatifs et les salles de marché de Wall Street pourront bénéficier de quelques millisecondes d’avance pour voir les publications du président. Un avantage qui peut sembler bénin, mais aux conséquences énormes, les messages étant susceptibles d’influencer les cours en Bourse.

« Une longueur d’avance qui peut se traduire par des millions de dollars de gain sur le marché », rappelle John Plassard, responsable de la stratégie d’investissement chez Cité Gestion Banque Privée. L’initiative soulève une question vertigineuse, y compris aux États-Unis : le chef de l’État peut-il ainsi monétiser sa parole et en faire profiter le plus offrant ? Entre délit d’initié, éthique publique et risque de distorsion des marchés, Le Figaro décrypte les zones grises de cette forme inédite de marchandisation du pouvoir. » | Par Jean Kedroff | vendredi 31 juillet 2026

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SpaceX: Wie Elon Musk Investoren mit Science-Fiction Stories blendet

June 11, 2026

Stocks Are Exuberant. Bonds Are Subdued. Why the Divergence?

THE NEW YORK TIMES: Stock investors are betting that companies will make enormous profits, despite the war. But investors in bonds, including U.S. Treasuries, have other concerns.

The U.S. stock market has been splendid lately, while the bond market has wobbled. These two barometers of the global financial world have responded quite differently to the higher oil prices and increased economic risks induced by the war in Iran.

After a rough stretch in March, the U.S. stock market has regularly shrugged off risk — not only recovering its losses since the start of the war but going on to new highs, as investors bet that publicly traded U.S. companies would keep reaping enormous profits, regardless of what happened in the war.

Other international stock markets, which had performed marvelously before the war and took heavy losses in March, have also rebounded stoutly. International stock markets overall are ahead of the U.S. stock market since the start of the year.

But the bond market is another matter. Bond traders have maintained a much sharper focus on risk. Yields remain correlated with shifts in the price of oil. As oil prices have spiked and inflation has risen, yields have risen and bond prices, which move in the opposite direction, have fallen. » | Jeff Sommer | eff Sommer writes Strategies, a weekly column on markets, finance and the economy. | Thursday, May 7, 2026

Stocks Extend ‘Astonishing’ Rally as Middle East Tensions Ease Further

THE NEW YORK TIMES: The S&P 500’s rise on Friday caps a striking three-week streak, powered by investors’ optimism about the reopening of the Strait of Hormuz and strong corporate earnings.

The stock market continued its record-setting rally on Friday, after Iran announced that the Strait of Hormuz had reopened to commercial shipping, bolstering investors’ optimism that the conflict in the Middle East was nearing an end.

The S&P 500, which set a record high on Wednesday, rose an additional 1.2 percent on Friday, notching its best streak of daily gains so far this year.

Already this month, the S&P 500 has climbed almost 10 percent, which would be the best monthly gain since 2020 when markets were rebounding from the pandemic-induced sell-off. The index is nearly 4 percent higher than it was before the United States and Israel started attacking Iran on Feb. 28.

The Nasdaq Composite index, which is filled with technology stocks, has staged an even more ferocious rally. The index posted its 13th consecutive day of gains, its best run since 1992. » | Joe Rennison | Friday, April 17, 2026

Stocks Approach Record High as Wall St. Looks Beyond War

THE NEW YORK TIMES: Investors appear to be treating an end to the U.S.-Israeli war with Iran as a foregone conclusion.

The S&P 500 approached a fresh record high on Wednesday, reflecting investors’ optimism that a peace deal would be reached before the war in Iran could inflict significant damage on corporate America, even as a spike in oil prices has led to a gloomier economic outlook.

In early afternoon trading, the S&P 500 rose 0.4 percent, putting the widely watched index on track to end the day above its previous peak, reached in January. The index had already erased its losses during the war in Iran and now sits nearly 2 percent higher than it was before the fighting began in late February.

Investors have been embracing signals in recent days that the United States and Iran could restart talks that ended last weekend in Pakistan without a deal but with comments from President Trump that he believed the war was nearing an end.

The mere posture toward peace has helped to placate the stock market. Since the cease-fire took hold last week, investors have noted a shift in tone by the Trump administration that reflects a desire to end the conflict soon. » | Joe Rennison | Wednesday, April 15, 2026

Wall Street and Bitcoin Plunge over AI Bubble Fears

THE TELEGRAPH: Global stocks fell sharply and Bitcoin plunged below $100,000 as fears mount that an artificial intelligence bubble is about to burst.

The price of the cryptocurrency dropped by as much as 6.7pc on Tuesday, briefly falling to $99,936 (£76,747) - the first time it has fallen below $100,000 since June.

It means Bitcoin has now officially entered a bear market, with the prices falling by more than 20pc since its last peak in October.

Global share prices also slumped as the bosses of Wall Street giants Goldman Sachs and Morgan Sachs predicted major stock market falls and the US investor depicted in the film “The Big Short” placed a $1bn bet against AI.

America’s benchmark S&P 500 index fell by 1.18pc while the tech-heavy Nasdaq Composite dropped by 1.84pc.

Share indexes in France, Germany and Japan also all sank by more than 1pc on Tuesday amid fears the AI-led market boom is running out of steam. » | Chris Price. Melissa Lawford US Economics Correspondent | Tuesday, November 4, 2025

Wall Street Update: Dow Tumbles over 500 Points amid New Tariffs, Weak Jobs Report

Aug 1, 2025 | As the global trade market is hit with President Trump's new tariffs, the latest jobs report shows job growth has slowed sharply. Trump is blaming Fed Chair Jerome Powell for the weak report. NBC News' Shannon Pettypiece and Garrett Haake have the latest reporting. Axios Chief Economic Correspondent Neil Irwin joins Ana Cabrera to share his analysis.

Stocks Tumble Into Correction as Investors Sour on Trump

THE NEW YORK TIMES: The S&P 500 is now more than 10 percent below its last record high — a line in the sand for investors worried about a sell-off gathering steam.

The world’s most widely followed stock-market benchmark slid into a correction on Thursday, a drop that underscores how the two-year-long bull market is running out of steam in the early days of the Trump administration.

The move stems from investors’ growing pessimism about the whipsawing policy pronouncements from Washington over the past few weeks. On-again, off-again tariffs and mass layoffs of federal workers have fomented unease on Wall Street.

On Thursday, the S&P 500 fell 1.4 percent. After weeks of selling, the index is now down 10.1 percent from a peak that it reached less than one month ago and is in a correction — a Wall Street term for when an index falls 10 percent or more from its peak, and a line in the sand for investors worried about a sell-off gathering steam.

Other major indexes, including the Russell 2000 and the tech-heavy Nasdaq Composite, had already fallen into correction. On Thursday, the Nasdaq fell 2 percent, while the Russell 2000 index of smaller companies, which tend to be more exposed to the ebb and flow of the economy, was 1.6 percent lower. » | Joe Rennison and Danielle Kaye | Graphics by Karl Russell | Thursday, March 13, 2025

Why ever did investors and electors believe that Donald Trump knew how to manage the economy? In his working life, he declared business bankruptcy at least four times (click here and here for details), practising on himself first. Now, he's putting the expertise he has gained to use, practising on us. Now, he wants to make the country bankrupt instead! You can't say you weren't warned. Enjoy the rough and bumpy ride! Have plenty of tablets to hand for motion sickness! You're going to need them. This is just the start. Nearly four more years to go of this – at least. – © Mark Alexander

Wall Street Journal Slams Trump for ‘Dumbest Trade War in History’

Mar 12, 2025 | Susanne Craig, New York Times Investigative Reporter and Catherine Rampell, new Co-host of the evening edition of MSNBC's "The Weekend" joins Nicolle Wallace on Deadline White House to discuss how even the Conservative leaning, Rupert Murdoch owned Wall Street Journal’s Editorial Board are quite skeptical of Donald Trump’s tariff policy, which they have dubbed “the dumbest trade war ever.”

Contraband Whiskey and a Secret Royal Dinner: Wall Street Goes to Riyadh

THE NEW YORK TIMES: Are you an international business titan on the hunt for billions of dollars of Saudi oil cash? Prepare for “a mind game.”

At exactly 6:19 p.m. last Tuesday, in a gold-trimmed hallway snaking off the lobby of the Ritz-Carlton, Riyadh, a lesson emerged in money, power and what Arabs call wasta, or influence.

The scene was opened by Marc Rowan, the private equity billionaire, pacing the carpet leading up the unremarkably named Meeting Room B — where a few minutes earlier chairs had been arranged in a semicircle.

Mr. Rowan, clad in a neat suit rather than his usual sweaters, was 11 minutes early — he actually doubled back a few times, apparently unwilling to arrive first — but was soon followed by a dozen or so titans of technology and finance, including top executives of the Carlyle Group, BlackRock, Citi and Standard Chartered, and founders of the giant hedge funds Bridgewater Associates and Third Point. » | Rob Copeland | Tuesday, November 5, 2024

Wall Street Sees Best Day of Trading in Nearly Two Years amid Recovery Rally

THE GUARDIAN: Indices rise days after S&P endured worst day in almost two years amid global stock market sell-off

Wall Street enjoyed its best day of trading in nearly two years, recovering most of the losses it suffered during a sell-off sparked by US economic fears earlier this week.

The S&P 500 rose 2.3% to 5,319.32, its biggest single-day jump since November 2022. The Dow Jones industrial average rose 1.8% to 39,446.49. The technology-focused Nasdaq Composite rose 2.9% to 16,660.02. » | Callum Jones in New York | Thursday, August 8, 2024

Wall Street Traders Celebrate New Stock Market Record | BBC News

Jan 22, 2024 | Traders on New York's Wall Street have been celebrating a new record on the stock markets. There were cheers and applause all round on Friday as the final bell rang with the S&P 500 closing on a record high. It's now up 35% since its low in October 2022, with high results also being recorded across stock exchanges in Japan and Europe.

JP Morgan Boss Receives Record Payout

THE TELEGRAPH: Jamie Dimon earns $36m as bank announces best profits of Wall Street’s Big Four

Jamie Dimon is the longest serving chief executive among the major investment banks CREDIT: CHRIS RATCLIFFE/POOL/EPA-EFE/Shutterstock
Wall Street giant JP Morgan paid its long-standing chief executive Jamie Dimon a record $36m (£28.4m) last year. The payout was a 4.3pc increase for Mr Dimon and comes after the bank reported $49.6bn (£39.1bn) of profits last Friday, well ahead of its peers. He was paid $34.5m in 2022.

Mr Dimon, 67, who is the longest serving chief executive among Wall Street’s Big Four banks, hailed the results – which come after JP Morgan shares rose 27pc during the year.

The bank’s board said: “The firm is in a fortunate position to be led by such a highly talented and experienced executive who continues to grow the company, maintain market leadership positions, strengthen the firm’s reputation, invest in opportunities for the future, promote diversity and best practices, manage risk and develop great leaders, while also maintaining his focus on the firm’s clients.”

Mr Dimon’s payout will be made up of a $1.5m base salary and a $34.5m bonus, most of which is paid in stock. » | Chris Price | Friday, January 19, 2024

SOME BOSSES AREN'T QUITE SO SHAMELESS:

British Gas boss Chris O'Shea: 'I can't justify my pay of £4.5m': The boss of British Gas owner Centrica has told the BBC his pay last year of £4.5m is "impossible to justify". »

Woke Wall Street? Wokeism Is Destroying Finance

Sep 17, 2023

Stocks Slide at the End of a Rough Week for Investors.

THE NEW YORK TIMES: Pessimism is deepening as bellwether companies like FedEx and General Electric warn of worsening economic and business conditions.

After one of the worst weeks for the stock market this year, investors are losing their nerve as the burst of optimism that accompanied a summer rally fades away.

The S&P 500 index was set to close out the week around 5 percent lower than where it started, down 1 percent in early trading on Friday as corporate executives from bellwethers like FedEx and General Electric warned of crimped supply chains and declining economic activity that would hurt corporate profits.

The stock market’s move on Friday added to sharp losses earlier in the week, after a widely watched gauge of inflation showed that consumer prices rose more than expected in August. The fresh data undermined the popular thesis that inflation had peaked, ushering in expectations that the Federal Reserve would have to do more to restrain the economy that previously expected, raising the risk of the United States slipping into a severe downturn.

The stock slide marked the latest bout of whiplash for investors after a string of surprises this summer that have consistently undermined a more optimistic consensus in financial markets. Now, some of the most powerful trading houses in the world, responsible for investing trillions of dollars on behalf of pension funds, governments and other investors, are warning that there is more pain to come. » | Joe Rennison | Friday, September 16, 2022

Stocks Plunge after Fed Chair Warns of ‘Pain’ from Inflation Fight

THE NEW YORK TIMES: The S&P 500 fell 3.4 percent, its worst daily showing since mid-June, after the Federal Reserve chair spoke about the path ahead for monetary policy.

Wall Street recoiled on Friday, after the head of the Federal Reserve delivered a stern warning that the central bank’s campaign to lower inflation by raising interest rates is “unconditional” even if it leads to pain for households, businesses and in turn stock prices.

The S&P 500 fell 3.4 percent, its worst daily showing since mid-June, taking its losses for the week to 4 percent. The slump was broad, with every sector of the index lower.

Bond investors also quickly adjusted for more rate increases from the Fed, with the two-year Treasury yield, which is sensitive to rising interest rates, moving close to its highest level of the year at 3.44 percent, before easing back to 3.38 percent.

“While higher interest rates, slower growth and softer labor market conditions will bring down inflation, they will also bring some pain to households and businesses,” Jerome Powell, the Fed chair, said during a speech at the Kansas City Fed’s annual conference in Wyoming. “These are the unfortunate costs of reducing inflation. But a failure to restore price stability would mean far greater pain.” » | Joe Rennison | Friday, August 26, 2022

Daily Business Briefing.

After Worst Start in 50 Years, Some See More Pain Ahead for Stock Market

THE NEW YORK TIMES: At the halfway point of the year, it’s been a historically horrible time for stocks. Bonds are in bad shape, too.

The stock market is on track for its worst first half of the year since at least 1970. | Julia Nikhinson/Associated Press
Wall Street set records in the first half of the year, none of them good.

The economy is on the cusp of a recession, battered by high inflation and rising interest rates, which eats into paychecks, dents consumer confidence and leads to corporate cutbacks. As it has teetered, markets have tanked.

The stock market is on track for its worst first six months of the year since at least 1970. The S&P 500 index, the cornerstone of many stock portfolios and retirement accounts, peaked in early January and has fallen 19.9 percent over the past six months.

The sell-off has been remarkably broad, with every sector except energy down this year. Bellwethers including Apple, Disney, JPMorgan Chase and Target have all fallen more than the overall market.

And that’s only part of the horror story for investors and companies this year. » | Isabella Simonetti | Thursday, June 30, 2022