CNBC reported on November 4, 2026, that AI-linked stocks and Nasdaq-100 futures fell in overnight trading after Democrat Gina Hinojosa’s projected victory in the Texas governor’s race intensified investor concern that state restrictions could delay data-center projects. Nasdaq-100 futures were down 0.8% as election results arrived, more than double the decline in Dow Jones Industrial Average futures. The State Street Technology Select Sector SPDR ETF was down 2% on Robinhood. Companies with…