Microsoft and Amazon rose more than 6% after the U.S. midterms, while CoreWeave fell about 10%, as investors favored AI incumbents with existing scale. Spiros M

Microsoft and Amazon rose more than 6% after the U.S. midterms, while CoreWeave fell about 10%, as investors favored AI incumbents with existing scale. Spiros Margaris said slower new data-center buildouts could make current capacity more valuable.