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

Réservé aux abonnés

Do the US Midterms Mean the End of 'Trumpism'? | BBC Question Time

Nov 5, 2026 | Has the "politics of nastiness" come to an end after the Democrats sweep the House and Senate in the US midterms, and what does this mean for politics in the UK and Europe?

Watch what the Question Time panel from Liverpool said on the audience question: "How will the results of US midterms affect us here?", featuring Labour's Lucy Powell, Conservative Luke Evans, TUC General Secretary Paul Nowak, Telegraph columnist Tim Stanley, and psychologist and ex-NBA star John Amaechi.


These are some of the adjectives that immediately spring to mind when I think of Trump: coarse, vulgar, incompetent, corrupt, self-serving, egocentric, dangerous, treasonous, criminal, childlike, greedy, sex-driven, and dishonest. I could go on. There are plenty more appropriate adjectives to describe Trump. But with this list, you get my drift. The sooner America and the world is rid of that deplorable man, the better! — © Mark Alexander

Corruption Watchdog: Voters "Have Eyes" & Saw Trump "Enriching Himself" at Their Expense

Nov 5, 2026 | Democrats regained control of both the House and the Senate in Tuesday's historic midterm elections, a comeback fuelled largely by voter anger over high prices and the war on Iran. But surveys also found that corruption was a major concern, with 76% of voters telling a Harris poll that elected officials care more about enriching themselves than improving the economy for ordinary people. A separate Reuters/Ipsos poll found that 63% of Americans considered it inappropriate for Trump and his family to profit from cryptocurrency, while 69% said his private business interests influence his decisions as president.

"If this election was about corruption and cost, then this next Congress needs to be focused on accountability and affordability," says Donald Sherman, the president and CEO of Citizens for Responsibility and Ethics in Washington, or CREW.

"Congress needs to do oversight not just on the administration's corruption, not just on the president's profiteering, but also on corporate America, what they have gotten out of engaging in the president's pay-to-play environment, how corporate America and the outside influence of money in our political system has undermined the public voice in our policy discussions."


Democracy Now! can be supported here »

This Is Why MAGA Lost the Midterms | Steve Schmidt

Nov 5, 2026 | JD Vance is already attempting to distance himself from Donald Trump's failed regime. Steve Schmidt breaks down why MAGA lost, why they're blaming everyone but Trump, and what Democrats must do next.

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. »

Democracy Now! Top US News & World Headlines

November 5, 2026

Democracy Now! can be supported here »

Bernie Explains What’s Next after the Midterms

Nov 5, 2026 | The American people spoke loudly and clearly on Tuesday. The new Democratic majority cannot continue the same old, same old establishment policies.

Working families want change, REAL change, and that’s what Democrats must deliver.

Steve Rosenberg: What Are Today's Russian Papers Saying about the Results of the US Midterms?

Nov 5, 2026 | Following the US midterms, one Russian paper this morning: “The main reason for the Republicans’ failure is clear – and its name is Trump.” Another: “Most voters are tired of Trump’s political shows…tired of being deceived, tired of being told ‘sugar’, but it doesn’t taste any sweeter.’

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."

America Makes History: Black, Latino, Muslim, Native American & LGBTQ+ Democrats Smash Midterms

Nov 4, 2026 | America's 2026 midterm elections have delivered a series of historic Democratic victories, transforming the face of American politics and dramatically expanding minority representation in the country's highest elected offices.

From Deb Haaland becoming America's first Native American woman governor to Keisha Lance Bottoms making history as Georgia's first Black female governor, the election has produced extraordinary breakthroughs.

Abdul El-Sayed becomes the first Muslim US senator, Peggy Flanagan the first Native American woman in the Senate, and Chris Pappas the first openly gay man elected to the chamber.

Meanwhile, Latino, Black, and other minority candidates have secured landmark victories across the country.

These results represent more than individual political triumphs. They highlight a changing America, where communities historically underrepresented in government are claiming a greater voice in shaping the nation's future.

Against the backdrop of Donald Trump's divisive rhetoric on race, immigration, religion and identity, the results have prompted a wider debate about diversity, inclusion and the future of American democracy.


ANTHONY DAVIS can be supported on Patreon here »

Trump Signed His Own Political Death Warrant - His Era Is Over | David Cay Johnston

Nov 4, 2026 | David Cay Johnston joined The Trump Report to discuss Trump’s crushing midterm defeat, the potential collapse of MAGA, growing impeachment threats, and why Elon Musk could face serious legal trouble once Trump leaves office.

British Conservative MP Celebrates 'Rebuff' of Donald Trump | BBC Politics Live

Nov 4, 2026 | Conservative MP Graham Stuart said he is celebrating the "rebuff" of President Donald Trump by the American people following the US midterm results.

Presenter Vicki Young was also joined by Labour MP Catherine Atkinson, The Telegraph's Annabel Denham and former Trump adviser, Fred Fleitz.

Democracy Now! Top US News & World Headlines

November 4, 2026

Democracy Now! can be supported here »

US Midterm Results: 'This Is a Rejection of Donald Trump' | Adam Boulton

Nov 4, 2026 | “Trump and Maga are not the automatic answer any longer in American politics.”

There has been a “rewriting of the political map” and a “rejection” of Maga, with both chambers of Congress going “emphatically” to the Democrats, says Times Radio’s Adam Boulton.

Democrats Seize Control of Congress as Voters Rebuke Trump

THE NEW YORK TIMES: Democrats flipped seven Senate seats, including three in states long held by Republicans, and overcame a redistricting effort to capture the House. President Trump told The New York Times that he would accept the results.

Democrats on Wednesday were celebrating a triumph in the midterm elections, winning control of the Senate and the House as voters delivered a blistering rebuke to President Trump and reset the balance of power in Washington. The romp stretched from coast to coast as Democrats flipped seats that had spent decades in Republican hands and took House districts that had long seemed inaccessible.

Mr. Trump told The New York Times in an interview that he was “absolutely willing to accept those results” and was prepared to work with Democrats.

Among the questions remaining as Wednesday dawned were how big the Democrats’ House majority would be, and whether the party could yet widen its lead in the Senate. Ballots were still being counted in Alaska’s contentious Senate race and in the unlikely battleground of Mississippi, where less than 50 votes separated the two candidates.

Voters turned out Republican candidates who tethered themselves to Mr. Trump and those who sought a modicum of independence from him. Democrats flipped Senate seats in Maine, Iowa, Kansas, Ohio, North Carolina, South Carolina and even Texas, according to The Associated Press. Republicans had held the Senate seats in Texas and South Carolina for decades. The Kansas seat had been red for nearly a century.

Senator Susan Collins, a Maine Republican who had repeatedly foiled Democratic efforts to unseat her in over 30 years in Washington, conceded her race to the Democratic candidate, Troy Jackson.

In Texas, James Talarico, a state legislator who became a national fund-raising sensation, toppled Ken Paxton, the scandal-ridden Republican state attorney general whom Mr. Trump elevated to the nomination.

In South Carolina, Dr. Annie Andrews prevailed over Senator Darline Graham, the sister of the late Senator Lindsey Graham. And Dr. Abdul El-Sayed won in Michigan, becoming the first Muslim elected to the Senate, even after his defeated primary rival endorsed the Republican nominee.

Democrats notched other firsts in governor’s races. In Georgia, Keisha Lance Bottoms became the first Black woman to be elected governor in the state in U.S. history. In Texas, Gina Hinojosa will be the first Democratic governor since 1990, ousting Gov. Greg Abbott, a three-term Republican. And Dr. Amy Acton became the first woman elected governor of Ohio.

As Democrats flipped House seats across the map, the redistricting effort Republicans undertook in hopes of protecting their majority failed to yield the victories that they had intended. Democrats won districts in Florida that Republicans redrew, and a North Carolina seat Democrats flipped was also part of the Republican redistricting effort.

Republicans fended off a significant challenge in a Senate race in Florida: Senator Ashley Moody defeated Angie Nixon, a progressive Democrat, in a tight contest to complete the term of Secretary of State Marco Rubio. Midterm Elections Live Updates: » | Reid J. Epstein and Kellen Browning | Wednesday, November 4, 2026

On Cusp of Renewed War, More Iranians are Calling for Nuclear Weapons

THE NEW YORK TIMES: Some Iranian clerics and officials argue the country must rebuild deterrence by dropping its longstanding pledge not to build a nuclear bomb.

Portraits of former Iranian supreme leaders and the current supreme leader, Ayatollah Mojtaba Khamenei, in Tehran this month. Credit: Atta Kenare/Agence France-Presse — Getty Images
From pulpits at Friday prayers to street rallies, Iranian clerics and officials are increasingly urging the country’s leaders to reverse their longtime pledge not to pursue nuclear weapons.

This demand, once seen as a fringe position held by hard-liners, is moving into mainstream public debate, and the shift could have dramatic consequences for Iran, whose government has for decades argued that its nuclear program was solely for peaceful purposes.

“We must be equipped with nuclear weapons — so that we can fight the criminal America with strength, God willing,” Ali Sepahvand, the Friday prayer leader in Iran’s western city of Kuhdasht, said last week, according to a widely distributed video.

As his voice echoed through a prayer hall, covered in photographs of commanders killed in the war with the United States and Israel this past year, the congregants chanted: “Nuclear deterrence is our inalienable right!” » | Erika Solomon | Tuesday, November 3, 2026

Little wonder that more and more Iranians are crying out for Iran to have nuclear weapons! America and Israel won’t stop trying to bully the Iranians into submission. It would be a different story if Iran had nuclear weapons! It is clear that Trump and Netanyahu’s policies are making the world a very much more dangerous place.

Ukraine should never have relinquished its nuclear arsenal back in 1994. On the basis of the Budapest Understanding on Security Assurances, the then Ukrainian government relinquished the country’s nuclear arms, handing over in 1996 its last nuclear warhead to Russia for dismantlement! The denuclearization process was finished in 2001. I bet that Ukrainians regret their country’s denuclearization. The war with Russia today would look very different had they not done that.

In an ideal world, I would not be in favour of countries possessing nuclear weapons. Alas this is not an ideal world. So, countries want nuclear weapons to ensure that they won’t be attacked by stronger countries which possess them, countries like Israel and the USA. It should be remembered that it was the balance of nuclear arsenals that ensured ultimate peace during the Cold War. Weaker countries will always be the target of stronger countries with malign designs. — © Mark Alexander

“Musk”: Alex Gibney on New Film, Legal Threats & Elon Musk Spending $366M to Help GOP in Midterms

Oct 13, 2026 | We speak with the Academy Award-winning director Alex Gibney about his new documentary Musk, an expansive, nearly four-hour examination of the world’s first trillionaire and how he has amassed unprecedented power in business, technology and politics. The film traces Elon Musk’s early ventures and the rise of SpaceX and Tesla, examining the role of government support in their growth. It also explores his acquisition of Twitter, now X; his alliance with President Donald Trump and the MAGA movement; and his role in the Department of Government Efficiency, or DOGE, whose cuts devastated federal programs, including USAID.

Gibney says Musk has carefully crafted an image of a “polymath” who can solve the world’s most pressing problems, but that he is really “kind of a ruthless businessman” willing to do whatever it takes to succeed, including “a series of elaborate cons” to win government support for his companies.


Democracy Now! can be supported here »

"Princes and Thieves" Author Matthew Cole on Jared Kushner & the "Secret Plot to Remake Middle East"

November 2, 2026

Democracy Now! can be supported here »

Democracy Now! Top US News & World Headlines

November 3, 2026

Democracy Now! can be supported here »

Steve Rosenberg: Drones, Enemies & “the Longest Investment Crisis in Modern Russian History.”

Nov 3, 2026 | “There’s a war on!” I notice the word ‘war’ increasingly in the Russian press, though officially Moscow still refers to its ‘special military operation’ in Ukraine. In today’s Russian papers: external enemies, drone attacks & what may be “the longest investment crisis in modern Russian history.”