# Nvidia, Micron, and other AI stocks take a dive after elections

- URL: https://talkfuse.com/story/nvidia-micron-and-other-ai-stocks-take-a-dive-after-elections/
- Published: 2026-11-05T19:32:47+00:00
- Updated: 2026-11-05T20:42:12+00:00
- Original publisher: PC Gamer
- Original article: https://www.pcgamer.com/software/ai/nvidia-micron-and-other-ai-stocks-take-a-dive-after-elections/
- Topics: AI, Business, Technology

## Key points

- AI-linked shares fell after the US midterms.
- Micron was down about 15%.
- Investors questioned a forecast $1.2 trillion in AI spending.

## Summary

AI-linked technology stocks fell after the US midterm elections, as investors reassessed the prospects for large-scale data centre investment. The decline reflects growing uncertainty about whether companies will spend as much on AI infrastructure as markets have expected.

By 2.30 pm EST, the S&P 500 was down about 3.9% after rising the previous day. Nvidia shares had fallen below their level at the start of the year, while memory and storage company Micron was down about 15%. Democratic victories and votes across the country to curb data centre expansion added to investor concerns; Wall Street has forecast $1.2 trillion in AI-related capital spending next year.

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Summarised by TalkFuse (https://talkfuse.com/). Quote the original publisher for the reporting and link this page for the summary and discussion.