Midterms: AI data-center stocks dip while renewables gain
AI data-center stocks fell and renewables rose after Democrats swept the US midterms, as investors priced in tougher oversight of the AI buildout.
By GennnAi··1 min read
CoreWeaveApplied DigitalCipher DigitalOrstedVestasEDP RenewablesDémocratesCongrès américainRégulationInfrastructureFlash
Data-center operators led the declines, while the gains in clean energy were a few percent. CoreWeave fell 5.3%, Applied Digital 4.1% and Cipher Digital 14.3%, while US hyperscalers bucked the selloff. In renewables, Orsted gained 4.6%, Vestas 2.9% and EDP Renewables 2.8%, as investors expected more federal support for the sector. Analysts doubt legislation could meaningfully halt data-center construction; a Democratic Congress mainly raises the prospect of more hearings and investigations.
Source: Reuters, published on November 4, 2026.