Tokyo, Japan, 4 November 2026 – Japan’s Nikkei share average fell 3.1% to 61,127.9 at 10.50am Japan time on 4 November as artificial-intelligence-related shares weakened amid early United States midterm-election results. Separate regional trading updates showed South Korea’s Kospi down 4% and Taiwan’s benchmark down 3.3%, extending pressure across major Asian technology markets.
For Asian investors, the selling highlights how expectations about United States policy can affect companies supplying chips, equipment and infrastructure to the AI investment cycle. The reported concern was that Democratic gains could bring tighter oversight of data-centre projects. That is a market assessment of political risk, not confirmation of a final election outcome or newly enacted restrictions.
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