The Midterms Rattled AI Stocks. Here’s What to Watch in the Broader Economy. | Council on Foreign Relations

Politics, policy, and markets collided this week as AI-exposed stocks faced a selloff after the midterms. There are reasons for cautious optimism despite the volatility, but two questions—how strong the economy is and what is driving the selling—will determine what comes next.

Nov 6, 2026 - 23:00
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The Midterms Rattled AI Stocks. Here’s What to Watch in the Broader Economy. | Council on Foreign Relations
Politics, policy, and markets collided this week as AI-exposed stocks faced a selloff after the midterms. There are reasons for cautious optimism despite the volatility, but two questions—how strong the economy is and what is driving the selling—will determine what comes next.

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