Show notes
Midterm election results eased uncertainty, lifting stocks while yields and oil prices declined. Blue sweep raises questions about future defense spending, energy policy, AI data center development, and potential regulatory scrutiny of Tesla and SpaceX. ARM, Qualcomm, and other major earnings.
Show Notes
Oil prices slide as Trump plays down prospect of Iran strikes after U.S. election rout
Musk eyes data centers in orbit, not Texas
Blue Wave: What it means for AI, corporate oversight and U.S. fiscal outlook
Episode transcripts: seekingalpha.com/wsb
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