BBC Technology
Major tech stocks plunge as US midterms add to fears of AI slowdown
The market has been reacting to possible tougher scrutiny of data centre construction and the AI industry following the US midterms
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Havoc / AI · tracker
Two needles on the AI build, read out of published journalism.
Updated 22 Aug · calibrated against 2000 and 2021
Both needles, what moved them, and the figures behind the move. Once a month, nothing else.
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One week of AI reporting, read across 37 sources: national press, trade titles, independent newsletters, and the labs themselves. Every figure below comes from published journalism, with its provenance marked.
Money in, tracked
$167.7bn
Announced funding rounds plus disclosed capex from AI stories on file, 1 month
Filed in 24 hours
78
Havoc data · 37 sources
Biggest mover
Anthropic ▼41%
Tracked name with the largest change in stories mentioning it, last 7 days against the 7 before
Havoc data · 5 Nov
Kept on this device only
BBC Technology
The market has been reacting to possible tougher scrutiny of data centre construction and the AI industry following the US midterms
topics
New York Times Technology
topics
WIRED AI
topics
Guardian — Artificial intelligence
CNBC Technology
topics
FT Technology
topics
NVIDIA Blog
topics
TechCrunch AI
topics
The Verge AI
topics
Ars Technica
topics
Marcus on AI
Microsoft Research
topics
IEEE Spectrum AI
MIT Technology Review
topics
The Algorithmic Bridge
Stratechery
Rest of World
topics
OpenAI
topics
The Economist — Science & technology
Google Research
Simon Willison's Weblog
topics
TLDR AI
topics
BBC Technology
New York Times Technology
topics
WIRED AI
topics
Havoc data · mentions in the last 7 days vs the 7 before
OpenAI
Anthropic
AI agents
Nvidia
AI & copyright
AI chips
Google DeepMind
Microsoft
Hugging Face
xAI
AWS / Amazon AI
DeepSeek
Model leaderboard
Gemini 3 Pro
Top of the public arena boards
reported
Regulation watch
EU AI Act
Live rules and deadlines
reported
Reported · announced funding and capex against reported annualised revenue
No valuations on file yet.
Dashed = forecast
In force, phased
General-purpose model obligations applying; high-risk duties phased in
No statute yet
Regulator-led approach; AI bill still expected
No bill
Executive action only; agency guidance
Signed
Frontier model transparency and incident reporting
Labelling rules in force
Generative AI measures and content labelling
Weighted total: 65 · Frothy
Weighted total: 40 · Neutral
Havoc / AI is a standalone tracker · Havoc London