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Post-Midterm AI Stock Sell-Off

Tracking Nasdaq and Dow moves, market value erased, hardest-hit AI stocks, and Fed or regulatory responses

AI-driven market volatility continues following Nvidia CEO Jensen Huang's resignation, with Wall Street recovering most early losses amid Nvidia price swings as a petition to reinstate him passes 115,000 signatures.

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Situation Overview

Following Democratic victories in the November 3 US midterm elections, investor fears over data center restrictions triggered a sharp sell-off that pushed the Nasdaq into correction territory on November 5 and left $13.2 trillion in AI stock market value erased from 2026 highs as of November 7. Pressure on the sector intensified on November 12 when Nvidia erased all of its 2026 gains at $166.95—falling either 7% or 7.8% according to differing reports that day—and CEO Jensen Huang resigned after revelations of extramarital affairs and ties to a woman suspected by US authorities of working for Chinese intelligence. Nvidia shares fell another 2% on November 13, while investors have shifted toward value stocks in consumer staples, industrials, and utilities, and US spot crypto ETFs recorded $1.55 billion in weekly outflows with Bitcoin at $64,595.23. CFO Colette Kress is serving as interim CEO while Nvidia searches for a permanent replacement, even as tech executives petition for Huang's return and his exit is expected to leave a gap in AI industry funding. Meanwhile, the SEC continues monitoring AI corporate disclosures, lower rate-hike odds have emerged from the stock plunge, and major Wall Street brokerages maintain that regulatory concerns are unlikely to derail the broader AI investment cycle.

Key Market Figures

  • Market Value Erased$13.2 trillion USD trillions+10.9 since Nov 6
    Market Value Erased rose from 2 to 13.2 USD trillions between 5 Nov, 00:00 and 7 Nov, 20:36 UTC, over 5 reports.
    as of …Stale
  • Nasdaq Change1.6% %-3.6 since Nov 5
    Nasdaq Change rose from -5.52 to 1.6 % between 5 Nov, 00:00 and 11 Nov, 13:12 UTC, over 4 reports.
    as of …Stale
  • Dow Jones Change2.25% %+5.69 since 00:00 UTC
    Dow Jones Change rose from -3.44 to 2.25 % between 5 Nov, 00:00 and 5 Nov, 20:52 UTC, over 2 reports.
    as of …Stale
  • S&P 500 Change0.9% %+5.26 since Nov 5
    S&P 500 Change rose from -4.36 to 0.9 % between 5 Nov, 00:00 and 11 Nov, 13:12 UTC, over 2 reports.
    as of …Stale
  • VIX Volatility Index23.02 points-4.98 since 00:00 UTC
    VIX Volatility Index fell from 28 to 23.02 points between 5 Nov, 00:00 and 5 Nov, 18:13 UTC, over 2 reports.
    as of …Stale
  • Trading Halts23 halts

Nasdaq Composite Move

Nasdaq Change rose from -5.52 to 1.6 % between 5 Nov, 00:00 and 11 Nov, 13:12 UTC, over 4 reports.

Market Value Erased

Market Value Erased rose from 2 to 13.2 USD trillions between 5 Nov, 00:00 and 7 Nov, 20:36 UTC, over 5 reports.

Hardest-Hit AI Companies

Hardest-Hit AI Companies: 9 rows
Source
NvidiaNVDA-7.8%~$300 billionTrading …Stale
MetaMETA-4.92%Not specifiedNot specified …Stale
MicronMU-16.63%Not specifiedNot specified …Stale
Advanced Micro DevicesAMD-15.5%N/ATrading …Stale
Tesla Inc.TSLA-10.2%N/ATrading …Stale
Micron Technology–-14.77%–– …Stale
QualcommQCOM9.5%Not reportedNot reported …Stale
BroadcomAVGO10%Not reportedNot reported …Stale
AMD–17%–– …Stale

Fed & Regulator Responses

Fed & Regulator Responses: 1 row
Source
US Securities and Exchange Commission (SEC)Examining AI companies' corporate disclosures over potential AI bubble concernsMonitoringsrnnews.com …Stale

Sell-Off Timeline

Wall Street experiences swings for Nvidia
Wall Street saw price swings for Nvidia and oil prices, though it recovered most of its early losses.
Petition to reinstate Jensen Huang passes 115,000 signatures
A petition signed by Elon Musk and other tech executives calling on Nvidia to reinstate Jensen Huang had attracted more than 115,000 signatures as of Saturday afternoon.
Investors shift to value stocks amid AI volatility
Market participants are moving into consumer staples, industrials, and utilities as AI-related stock volatility continues.
High importance
Nvidia stock falls 2% on Friday
Nvidia's stock fell 2% on Friday following CEO Jensen Huang's resignation, which is expected to leave a gap in AI industry funding.
High importance
Nvidia Erases All 2026 Gains
Nvidia shares fell to $166.95, leaving the stock down 18.42% in November and erasing all gains made in 2026.
High importance
Nvidia CEO Scandal Deepens AI Sector Sell-Off
AI-linked stocks declined amid a deepening scandal involving Nvidia's CEO, heightened regulatory concerns, and reduced sector funding.
High importance
Nvidia shares fall 7% amid CEO leadership reports
Nvidia shares dropped 7% following reports that its board is considering CEO Jensen Huang's future amid governance allegations and analyst downgrades.
High importance
Nvidia CEO Jensen Huang resigns
Jensen Huang resigned on November 12 after 33 years at Nvidia following revelations about extramarital affairs and a relationship with a woman suspected by U.S. authorities of working for Chinese intelligence.
Nasdaq and S&P 500 rebound in early trading
The Nasdaq Composite and S&P 500 rose sharply in early trading as Nvidia bounced back from recent losses and CoreWeave reported strong results.
Nvidia shares rebound after two-day sell-off
Nvidia shares rose about 5.25% on November 11 following a two-day sell-off that erased more than $430 billion in market value.
High importance
Nvidia Erases 2026 Gains Amid Subpoena Threat
Nvidia shares dropped to $166.95, down 18.42% for November, as congressional Republicans threatened to subpoena CEO Jensen Huang.
Wall Street brokerages call AI selloff excessive
Morgan Stanley, UBS, and HSBC described the AI stock selloff as excessive and said regulatory concerns under a Democrat-controlled Congress are unlikely to derail the AI investment cycle.
Foreign investors pour ₹45,970 crore into Indian equities
A retreat from AI-linked stocks, lower oil prices, and resilient earnings drew ₹45,970 crore in foreign investment to Indian equities in November.
President Trump defends AI industry
President Donald Trump stated on Friday that he supports continued AI development and will work with states to encourage its expansion.
High importance
Midterm results heighten AI spending concerns
Democratic victories in Tuesday's midterm elections raised questions about possible restrictions on data center construction and oversight of their electricity and water use.
Nasdaq Composite rebounds more than 1%
U.S. stocks ended mixed on Friday as technology shares recovered from the previous day's steep sell-off.
US stock futures mixed as investors await jobs report
US stock futures were mixed on November 6 as investors weighed the post-midterm AI sell-off and awaited employment figures.
High importance
Major U.S. indexes post weekly losses amid AI selloff
All four major U.S. stock indexes ended the week of November 6, 2026 lower following a significant selloff in artificial intelligence-related companies.
High importance
Over $2 trillion wiped out from US tech stocks at market open
US tech stocks experienced a massive sell-off at market open following the midterm elections, continuing a downturn in the AI sector.
High importance
Nasdaq Enters Correction Territory
The Nasdaq fell at least 10% from its October 6 record closing high during the November 5 sell-off.
High importance
Dow sheds more than 1,800 points
The Dow fell more than 1,800 points as midterm results spurred an investor exodus from tech and AI.
High importance
Nasdaq plunges more than 1,400 points
The tech-heavy Nasdaq fell more than 1,400 points as Wall Street assessed the impact of Democratic midterm wins on the AI sector.
High importance
AI Stocks Fall Below 200-Day Moving Average
Nvidia, Micron, and eight other AI stocks dropped below their 200-day moving average after the midterm elections affected AI spending expectations.
High importance
AI stocks plunge in worst S&P 500 session since April 2025
Investors sold off AI and tech stocks on Thursday following the midterm elections, driving the S&P 500 to its largest one-day loss since April 2025.
High importance
Nasdaq 100 Drops 6.4% in Single Session
On November 5, the day after the US midterm elections, the Nasdaq 100 fell 6.4%, its steepest one-day decline since March 2020.
High importance
AI stock sell-off accelerates after midterm elections
AI-linked stocks fell sharply on Wall Street following the November 3 midterm elections amid investor concerns over data center projects and AI infrastructure spending.
High importance
Midterm results trigger AI stock repricing
The November 3 US midterm results triggered a sharp repricing of AI and technology stocks due to investor fears over potential delays in AI infrastructure expansion.
Colette Kress named Nvidia interim CEO
Nvidia appointed CFO Colette Kress as interim CEO while the company searches for a permanent replacement.
AI stock plunge lowers December rate hike odds
The plunge in AI stocks that peaked on Thursday lowered the odds of a Federal Reserve interest rate hike in December.
High importance
US tech and semiconductor shares rebound
US technology and semiconductor shares rebounded on Friday following a historic selloff driven by fears over AI data-centre restrictions and weaker investment prospects.

Live Market & Social Feed

Board Changelog

  • …updateAdded updates on Nvidia CEO Jensen Huang's resignation, interim successor Colette Kress, a reinstatement petition, and market swings, alongside Bitcoin price and crypto ETF outflow metrics.

Sources

51 sources from the live web, read through Context.dev (5 aggregator, 42 news, 4 other)

  1. s1investorshub.advfn.com: US Stock Futures Mixed After AI Sell-Off as Investors Await Jobs Report: Dow Jones, S&P, Nasdaq, Wall Street
  2. s2Geo News: AI stocks crash after US midterms as Nasdaq sinks 5%, Dow loses over 1,500 points
  3. s3Yahoo Finance: US Stock Futures Mixed After AI Sell-Off as Investors Await Jobs Report: Dow Jones, S&P, Nasdaq, Wall Street
  4. s4Fox Business: Stocks plunge as Dem midterm sweep fuels AI regulatory concerns
  5. s5News18: Nasdaq Crashes 5%, Down 11% In A Month: What's Behind Bloodbath In US Chip Stocks?
  6. s6CBS News: Stocks rebound after tech selloff that pushed Nasdaq into correction
  7. s7Yahoo Finance: US Stock Futures Mixed After Wall Street Sell-Off as Strong Jobs Data Fails to Ease AI Concerns: Dow Jones, S&P, Nasdaq
  8. s8The Economic Times: Wall Street brokerages call AI stock selloff overdone, see buying opportunity in tech stocks
  9. s9The Economic Times (m.economictimes.com): Wall Street brokerages call AI stock selloff overdone, see buying opportunity in tech stocks
  10. s10The Economic Times: Wait for policy, not political promises on data centres: LPL Financial Group MD on AI selloff - The Economic Times
  11. s11Yahoo Finance: AI and tech stocks rapidly plummet in wake of ‘blue wave’ in the US, with well over $2 trillion gone today alone
  12. s12International Business Times UK: Nvidia Has Lost Nearly $1.4 Trillion Since Its October Record as AI Stocks Face a Fresh Rout
  13. s13Yahoo Finance: Nvidia Erases 2026 Gains as Republicans Threaten Jensen Huang With Subpoena
  14. s14Benzinga: US Tech Stocks Wipe Out $1.7 Trillion as Nvidia, AMD Sink - NVIDIA (NASDAQ:NVDA)
  15. s15Crypto Briefing: AI stocks erase $13.2 trillion in market value as selloff deepens
  16. s16Decrypt: Nvidia, AMD, Broadcom: The AI Stock Winners and Losers After Jensen Huang’s Ousting - Decrypt
  17. s17Benzinga: VIX Spikes 39% as AI Rout Wipes Out $2.2 Trillion: Stock Market Today - Tesla (NASDAQ:TSLA)
  18. s18Benzinga: Nvidia, Micron Lead 10 AI Stocks Below 200-Day Average - NVIDIA (NASDAQ:NVDA)
  19. s19Global Banking & Finance Review: Global AI stocks sink as Nvidia crisis deepens sector selloff
  20. s20Destructoid: AI and tech stocks rapidly plummet in wake of ‘blue wave’ in the US, with well over $2 trillion gone today alone
  21. s21Yahoo Finance: Stock Market Today (Nov. 11, 2026): S&P 500 rises on CoreWeave earnings, AI rebound
  22. s22Bloomberg: BOE’s Breeden Sees AI Selloff as a Welcome Price Correction
  23. s23TheStreet: Stock Market Today (Nov. 11, 2026): Nasdaq climbs on Nvidia rebound, CoreWeave earnings
  24. s24investopedia.com: Stock Market Today: Nasdaq, S&P 500 Jump as Chip Stocks Rally, CoreWeave Soars After Earnings; Nvidia Rebounds After Steep Losses
  25. s25International Business Times UK: Stock Markets Plunge as Dow Sheds 1,833 Points and Nasdaq Enters Correction Territory in AI Sell-off
  26. s26Associated Press: Inflation, housing, jobs and corporate earnings will dominate the business calendar this week
  27. s27Mint: US Stocks: What led to crash and bounce back in just 2 sessions - What's next for Nvidia, AMD, Intel, Micron shares? | Stock Market News
  28. s28Hindustan Times: US stock market outlook: AI sell-off, Anthropic IPO and Nvidia earnings keep investors on alert
  29. s29Mint: Global AI sell-off turns into India's gain as FPIs pump ₹46,000 crore in 5 sessions; will the buying spree sustain? | Stock Market News
  30. s30Investor's Business Daily: Jobs Report Due As Rate Hike Looms Despite Sell-Off (Live)
  31. s31CBS News: Dow sheds more than 1,800 points as midterm results spur investor exodus from tech and AI
  32. s32The Economic Times: Stock markets down today: Dow Jones plunges 1,753 points, S&P 500 drops 4% and Nasdaq enters correction - why Wall Street reversed its post-election rally
  33. s33CBS News: Dow sheds more than 1,800 points as midterm results spur investor exodus from tech and AI
  34. s34CBS News: Dow sheds more than 1,800 points as midterm results spur investor exodus from tech and AI
  35. s35CBS News: Dow sheds more than 1,800 points as midterm results spur investor exodus from tech and AI
  36. s36investorshub.advfn.com: Nvidia Shares Fall 7% as Board Considers CEO Jensen Huang’s Future
  37. s37CBS News: Dow sheds more than 1,800 points as midterm results spur investor exodus from tech and AI
  38. s38UPI: Nasdaq tech stocks recover but Wall Street posts 4th weekly loss - UPI.com
  39. s39investorshub.advfn.com: Chilwa Minerals Becomes a B2i Digital Featured Company
  40. s40CBS News: Dow sheds more than 1,800 points as midterm results spur investor exodus from tech and AI
  41. s47bloomberg.com: Value Stocks Eye Record Year as AI Volatility Spurs Safety Rush
  42. s48srnnews.com: US SEC's top cop says agency is monitoring AI corporate disclosures - SRN News
  43. s51schwab.com: Stocks Plunge on AI Fears, Volatility Erupts | Charles Schwab
  44. s52stl.news: Stock Market Weekly Update: November 6, 2026 - STL.News
  45. s54tapeboard.com: NASDAQ Halts Today: Live Halt Tracker | Tapeboard
  46. s70HuffPost: SpaceX’s Starship Returns From Orbit And Is Captured By Launch Pad Arms In A Dramatic First
  47. s76Yahoo Finance: Bitcoin Drops Below $65,000, Extending Weeklong Slide
  48. s80Game Rant: NVIDIA Potentially Made GPU More Expensive For Gamers By Funding AI Startups
  49. s82TechCrunch: Elon Musk, other tech execs sign petition calling on Nvidia to reinstate Jensen Huang | TechCrunch
  50. s83Yahoo Finance: Elon Musk, other tech execs sign petition calling on Nvidia to reinstate Jensen Huang
  51. s85TechPowerUp: Open Letter Asking NVIDIA to Reinstate Jensen Huang Passes 115,000 Signatures

A shared Faraday board, kept current from the live web. Every figure links to its source. More topics