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AI stocks fall overnight after a Democrat wins the Texas governor's race on a platform of tougher data centre limits
What changed
CNBC reports that Nasdaq-100 futures fell 0.8% and several AI-linked shares dropped in overnight trading on 4 November 2026 after Democrat Gina Hinojosa was projected by the Associated Press to win the Texas governor's race. Hinojosa has supported a moratorium on AI data centres. CoreWeave was down 7%, Nebius 4% and Oracle 4% on the Robinhood platform, as reported. CNBC cites Wells Fargo estimates that Texas holds 27% of planned US data centre gigawatts, Georgia 7% and Ohio and Pennsylvania 5% each. Market moves were overnight indications, not closing prices, and no new state rules have been proposed yet.
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