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IrelandJapan's stock plunge brings anxious calls and divided forecasts
A Japanese report follows the selloff from brokerage phone lines to competing explanations: a temporary regulatory scare or deeper weaknesses in AI investment.
JapanWhy this story? One of ANNnewsCH's most watched videos since yesterday, with 254,996 views.
ANNnewsCH: The news channel of ANN, a Japanese news network led by TV Asahi. 5.1M subscribers and 6.4B views.
日経平均、過去3番目の下げ幅 米民主党勝利でAI株が総崩れ 証券会社に電話殺到【もっと知りたい！】【グッド！モーニング】(2026年11月7日)
Things we can learn from the video
Press to jump
- 0:18The Nikkei falls sharply during trading and closes with its third-largest daily point loss.
- 0:46Brokerage staff handle a surge of calls and describe panic selling feeding further selling.
- 2:18The report links technology-stock losses to election victories by Democrats supporting restrictions on data-center construction.
- 3:41California protesters raise concerns about data centers' electricity and water consumption.
- 5:40Shingo Ide expects continued AI growth, arguing that harsh restrictions would undermine US technological strength.
- 6:40Nobuhide Kiuchi warns that debt, interconnected funding and uncertain returns could prolong the AI-stock correction.
Calls pour into IwaiCosmo Securities as Tokyo shares tumble. A staff member describes panic selling feeding further selling, while investors interviewed on the street struggle to absorb the fall.
Japan's All-Nippon News Network, through TV Asahi's ANNnewsCH channel, reports that the Nikkei closed Friday down 3,643 points at 57,434. It describes the decline as the index's third-largest daily point loss, comparing it with August 2024 and the Tokyo session after Black Monday in 1987. That ranking concerns points lost, not the percentage decline.
The November 7 Good! Morning segment connects the drop to a US technology-stock selloff and fears that Democratic election victories will bring tighter restrictions on data centers. These facilities house the computing equipment behind AI services, but their electricity and cooling-water demands have drawn local opposition.
The report highlights Texas governor-elect Gina Hinojosa's pledge to suspend data-center construction permits until protections for residents are established. Footage of California protests shows that opposition extends beyond Texas. The broadcaster presents the prospect of slower construction as a major concern for investors in AI, semiconductor and other technology companies.
President Donald Trump blames Democrats for the market decline in a social-media post shown in the report. The economists interviewed offer a more complicated picture, disagreeing over whether the election result changed the industry's prospects or exposed vulnerabilities already there.
Shingo Ide of NLI Research Institute sees the pullback as temporary. Construction could slow, he says, but AI growth should continue. He argues that Washington is unlikely to impose restrictions severe enough to weaken an industry central to US national strength and technological competition with China.
Nobuhide Kiuchi of Nomura Research Institute is more cautious. He describes the election as a trigger for a correction that already had underlying causes: uncertain investment returns, borrowing and complicated financial links between companies. If enthusiasm for AI cools broadly, he warns, those dependencies could spread losses and prolong the adjustment.
One young investor takes a different view from the callers at the brokerage. After regularly saving on living expenses to invest, he sees the fall as a buying opportunity and says he intends to continue investing in US technology companies.
A Democratic politician and lawyer who is Texas's governor-elect. She has served in the Texas House of Representatives since 2017, representing the 49th district.
More on Wikipedia ›Japan's largest economic research and consulting firm, founded in 1965. It is part of the Nomura Group.
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Where next?
- Channel
- ANNnewsCH
- Subscribers
- 5,100,000 ▲ 10,000 this week
- Channel views, last 7 days
- 37,781,893
- Channel views, pace per day
- 5,869,286 (on a normal day: 3,407,876)
- Video published
- November 7, 2026
- Video views so far
- 263,074 (less than a day online)
- Video views, pace per day
- 255,072
The numbers
The report drew about 255,000 views since yesterday, placing it among Japan's most-watched new news videos.
💡 Test your knowledge
What does Gina Hinojosa pledge to pause in this report?
The report shows Hinojosa pledging a permit pause until laws protecting Texas residents are established.