The AI boom has been a major boost to the stock market. But investors seem concerned that the blue wave of the midterm elections will bring increased…
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Episode Summary
The AI boom has been a major boost to the stock market. But investors seem concerned that the blue wave of the midterm elections will bring increased scrutiny of data centers and the AI they support. How should we think about what's going on in the stock market?This episode was produced by Tyler Bartlam and Karen…
Published November 6, 2026 · 9:13