Steve Hou said stocks rose as investors bet Democratic midterm wins will slow AI infrastructure expansion. The view is that major tech groups may curb capex and

BWB News TV • 2026-11-04 22:22 UTC • By Billy Odell Tucker-Robinson

Steve Hou said stocks rose as investors bet Democratic midterm wins will slow AI infrastructure expansion. The view is that major tech groups may curb capex and protect cash flow, lifting broader market sentiment.

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