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Democrats won Congress. Wall Street bought the cloud giants and sold the chip trade.
$MSFT +6.7% to a record, $AMZN +6.1%, $NVDA -3.2%.
The bet: data center c
BWB News TV • 2026-11-05 13:41 UTC • By Billy Odell Tucker-Robinson
Democrats won Congress. Wall Street bought the cloud giants and sold the chip trade.
$MSFT +6.7% to a record, $AMZN +6.1%, $NVDA -3.2%.
The bet: data center curbs slow the capex race and protect incumbents.
#AI #DataCenters #Midterms
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