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The midterms could fuel the K-shaped AI trade

U.S. midterm results could slow data center development, raising the value of existing AI capacity while increasing pressure on debt-funded neoclouds.

We haven't written up this one. CNBC has the full story — the link below goes straight to it.

Also reported by 1 other outlet

Read the original at cnbc.com →

More in AI

GitHub Copilot Just Stopped Being a VS Code Thing

Two days, two IDEs that don't belong to Microsoft. On 3 November 2026 GitHub announced Copilot as a selectable agent in JetBrains Air, and on 4 November it announced Copilot inside Xcode's own coding…

  • GitHub Copilot available in JetBrains Air and Xcode since November 3, 2026
  • Xcode 27.3 beta includes Copilot assistant requiring macOS Tahoe 26.6 or later
  • JetBrains users can enable Copilot in Air's agent picker with local/cloud modes

Worried About AI Stocks? Your Best Move Might Be: Do Nothing.

Despite worries about a looming stock market correction or crash, many long-term investors are likely better off sticking with their plan.

  • AI stocks make up 45% of S&P 500, with half of EPS growth from 2026 from AI investments.
  • Best move during AI stock uncertainty: do nothing, hold diversified portfolio like S&P 500 ETF.

More from Thursday 5 November →