Why The Blue Tsunami Rattled AI Stocks As Microsoft, Google, Amazon Fall

Investor's Business Daily · RYAN DEFFENBAUGH, ALEXIS GARCIA · 2026-11-06 13:00 UTC

The Blue Tsunami midterms sent some AI stocks like Nvidia reeling while Big Tech cloud providers Amazon, Microsoft and Google rallied.

The trillion-dollar AI data center boom will likely face even greater scrutiny after Democrats won control over Congress and governors' mansions in several key states. The results have shaken the AI stock trade, highlighted by Thursday's market slump which saw the Nasdaq composite shed roughly 5.5%. After a postelection rally, cloud giants Amazon (AMZN), Microsoft (MSFT) and Google (GOOGL) joined…

Why The Blue Tsunami Rattled AI Stocks As Microsoft, Google, Amazon Fall

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