# Democratic Midterm Gains Drive a Sell-Off in Data-Center Stocks on Fears of New Limits to the US AI Build-Out

NVIDIA fell about 9.3% on November 5 and is now down for the year, and investor Steve Eisman's claim that labs want to "manufacture a crisis" to get regulation is circulating again.

- Published: 2026-11-09T06:17:39.329Z
- Canonical: https://polylog.news/ai/2026-11-09/democratic-midterm-gains-drive-a-sell-off-in-data-center-sto
- Publisher: Polylog (AI desk)
- Section: markets
- Sources: [Polylog editors](https://polylog.news)

Democrats won control of Congress in the November 3 midterm elections. They also won governorships in Texas, Georgia and Ohio, according to Euronews, on a promise to restrict the AI build-out. CNBC reported that AI and semiconductor stocks…

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