Shares of semiconductor stocks plunged on Thursday, extending a recent selloff as investors turn skeptical on the artificial intelligence trade after the Democrats dominated the midterm elections. A team of Bloomberg experts help break down the recent market moves and what comes next, including US Semiconductor Reporter Ian King, US Senior Equities Editor Eric Weiner, Executive Technology Editor Michael Shephard, and Global Head of Tech Research Mandeep Singh. Plus, Equity Research Analyst at Wells Fargo Timna Tanners talks an anticipated steel selloff and how the Midterm results may impact metals industries.

Chapters:
00:00:00 Bloomberg Businessweek Daily
00:04:09 Markets: Semiconductors Plunge
00:05:56 Chipmakers, AI & the Blue Wave
00:08:14 Can Chip Demand Keep Up With the AI Boom?
00:12:08 Markets React to Data Center Backlash
00:15:18 AI Trade, Nvidia & Safe Havens
00:17:44 Data Center Loans & Financing Risks
00:19:03 Markets: Tech Selloff Continues
00:20:53 Microsoft Pulls Back From Risky Data Centers
00:22:39 Data Center Regulation & Political Risk
00:25:26 AI Growth vs. Community Concerns
00:28:08 Neo-Clouds Face New Regulatory Hurdles
00:30:12 Software Stocks & the AI Trade
00:32:10 AI Spending & Overseas Data Centers
00:34:25 Steel, Tariffs & the Midterm Impact
00:38:00 Data Centers, Metals & Industrial Demand
00:40:00 Iran War, Oil & Interest Rates
00:42:35 Markets Come Off Their Lows
00:45:59 Stock Movers: Sandisk, CoreWeave & AI
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As Americans decide who controls Congress and pass their political verdict on President Trump’s second term, Bloomberg TV analyzes what the midterms mean for Wall Street and the world.

Chapters:
00:00:18 – Democrats Win Control of House and Senate
00:00:49 – Balance of Power Update
00:04:20 – Tight Senate Race in Michigan
00:05:33 – Projection: Democrats To Win Minnesota Senate Seat
00:06:02 – Tight Senate Race in Maine
00:08:30 – Big Tech Leads Equity Selloff
00:10:14 – Panel: Democrats Projected to Sweep House and Senate
00:15:06 – Panel: Democrats’ Win Rattles Trump
00:18:14 – Projection: Democrats To Win Maine Senate Seat
00:19:18 – Democrat Jackson Wins Maine Senate Seat
00:21:09 – Panel: Troy Jackson Unseats Susan Collins
00:24:12 – Talarico Gives Victory Speech in Texas
00:36:42 – Texas Flips Blue
00:39:45 – Trump Blamed GOP Losses On Him Not Being on Ballot
00:42:25 – Futures Update , Markets Check
00:44:14 – Panel: Verdict From Midterm Results
00:48:33 – Democrats Win Control of Congress
00:50:43 – El-Sayed, Rogers Locked In Tight Michigan Senate Race
00:54:04 – All Four Battleground Districts in PA Go to Democrats
00:55:01 – Senator Collins Concedes in Maine Senate Race
00:56:23 – Panel: Expectations for Lame Duck Agenda
01:01:51 – Projection: Democrats To Win Michigan Senate Seat
01:02:32 – El-Sayed To Become First Muslim Elected to US Senate
01:12:13 – Big Picture from Midterm Results
01:14:26 – Tech Selloff Eases
01:15:50 – El-Sayed Gives Victory Speech in Michigan
01:20:32 – California Prop 40 “Billionaire Tax” on the Ballot
01:21:42 – Inflation Backlash, Trump Fatigue Power Wins for Democrats
01:25:54 – Alaska Senate Race Comes Down to the Wire
01:28:47 – AI Data Center Boom Set for Upheaval After Midterms
01:32:42 – Final Thoughts
——–
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Thailand and the US remain apart over market access in tariff negotiations. “We are right now in serious discussions with the US on the issue of tariffs,” Foreign Minister Sihasak Phuangketkeow says in an interview on the sidelines of the United Nations General Assembly.
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Voters in New Hampshire are choosing between John Sununu and Chris Pappas in an unexpectedly tight race that could decide Senate control. Aidan Williams has more.
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As Americans decide who controls Congress and pass their political verdict on President Trump’s second term, Bloomberg TV analyzes what the midterms mean for Wall Street and the world.

Chapters:
00:00:42 – Democrats Win South Carolina Senate Seat, Iowa Governorship
00:03:55 – House Results Update
00:07:02 – Panel: Democrat Andrews Wins South Carolina Senate Seat
00:11:36 – Nasdaq, S&P Futures Decline
00:13:36 – Around the Horn: Michigan, Maine Updates
00:15:31 – Projection: Democrats To Win Texas Senate Seat
00:20:17 – Democrat Talarico Wins Texas Senate Race
00:26:20 – House Results Update
00:28:40 – Projection: Democrats To Win Ohio Governorship
00:33:31 – APAC, US Futures Hit Session Lows
00:34:58 – Futures, Stocks Slide On Rising Blue-Wave Bets
00:41:06 – Democrat Acton Wins Ohio Governorship
00:43:01 – Panel: Ohio Races, Trump Response
00:50:03 – Projection: Democrat To Win Kansas Senate Seat
00:51:31 – Trump Says Will Accept Midterm Election Results: NYT
00:54:05 – House Results Update
00:56:58 – Democrat Brown Wins Ohio Senate Seat
01:03:40 – Balance of Power Update
01:07:00 – Texas Flips Blue in Senate, Governors Races
01:09:04 – Projection: Democrats To Win Kansas Senate Seat
01:10:25 – Projection: Democrats To Win Iowa Senate Seat
01:11:47 – Panel: Democrats Win Kansas, Iowa Senate Seats
01:14:24 – Projection: Democrats To Win Control of House and Senate
01:16:35 – Balance of Power Update
01:18:19 – Rep. Hakeem Jeffries Speech
01:22:40 – Democrat Turek Wins Iowa Senate Race
01:23:58 – Reaction From White House
01:25:52 – Sen. Coons Speaks to Bloomberg After Winning Reelection
01:36:55 – Stocks, Dollar Slide as US Gridlock Concerns Grow
01:38:31 – Panel: Trump Congratulates Democrats: CBS
——–
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