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U.S. Presidential and Midterm Elections

6 articles on this topic, newest first.

Musk Says He'd Cancel Government Contracts. Washington Still Holds Leverage

After Democrats won both chambers in the midterms, Musk floated cancelling SpaceX's federal contracts. The share of revenue matters less than bargaining power and the regulatory risk that remains.

Tech

Chip Stocks Slide After Midterms. Is AI Spending Really in Trouble?

Democrats took both chambers of Congress and won the Texas and Georgia governorships. Markets quickly began to worry about tighter rules on AI data centers.

Investing

Democrats Won Congress. That Doesn't Settle Tesla's Future

Tesla and SpaceX fell more than 4% in premarket trading after Democrats took both chambers. A six-year Tesla holder asks what politics can and cannot decide.

Investor Mind

Midterms Matter Less for Big Tech Than Whether Data Centers Get Built

The next obstacle in the AI race may be the power grid, building permits and local consent rather than GPU performance. The question for investors is less which party wins than how fast and how economically planned data centers can come online.

Investing

Election yard signs reading VOTE and A Stronger Tomorrow in the foreground, with a large data center and power transmission towers at dusk behind them

Midterms Are 3 Days Out. What Would a Democratic Win Mean for AI Stocks?

The result may matter less than who pays for AI's growth and which companies can keep cash. Data center timelines and costs are the numbers to watch.

Tech

Gas Prices, Not Politics, Are Deciding This Midterm Market Story

Forecasts of a Republican defeat are not exaggerated. The House has tilted clearly toward Democrats, the Senate has moved from a toss-up to a slight Democratic edge, and Trump's net approval is the lowest of either term.

Macro