🗳️ A major development in the U.S. midterm elections: The Associated Press projects that Democrats will win control of the Senate, while ABC News projects that they will retake the House. Both results remain media projections and have not yet been officially certified. In key Senate races, Democrat James Talarico defeated Ken Paxton in Texas, while Sherrod Brown beat Jon Husted in Ohio, flipping the seats for the Democrats. If Democrats ultimately control both chambers, President Trump’s legislative agenda could face greater opposition. Congressional investigations and the Senate’s review of presidential appointments could also be affected. Trump will remain president and retain veto power. As the election results become clearer, markets are also watching energy prices, the cost of living, the interest-rate outlook, and potential policy changes under the new Congress. #MidtermElections# #USPolitics# #Markets#

🏛️ StreetAccount Update: Democrats retake both chambers of Congress in midterm surge; AI/DC exposed names under pressure: Election returns through Wednesday morning show Democrats expected to retake majorities in both houses of Congress, though several races are close and it may take days to complete the counting. Analysts noted that Democratic victories in key AI states have introduced uncertainty for companies with heavy data center exposure, particularly for select E&Cs, Electricals, and Machinery names. Companies that have benefited from tariffs may also face headwinds, as analysts anticipate Democrats would look to roll back certain trade tariffs. Heavy materials are expected to benefit, given their significant exposure to public funding, with analysts seeing improved odds for increased infrastructure spending and a 2027 highway bill. ‣ Gainers include Housing, Airlines, EVs: • LEN +4% • AAL +5%, • ALGT +5% • RIVN +2% ‣ Decliners include AI/Datacenters, Defense: • FIX (14%), MOD (9%), VRT (7%), PWR (7%), GNRC (3%), CAT (3%) • LMT (4%), NOC (3%) • SPCX (7%), TSLA (5%) $AAL $ALGT $CAT $FIX $GNRC $LEN $LMT $MOD $NOC $PWR $RIVN $SPCX $TSLA $VRT #Midterms# #Elections# #MidtermElections# #Congress# #Democrats# #Politics# #FinTwit# #Markets# #Equities# #AI# #DataCenters# #Tariffs# #HeavyMaterials# #Infrastructure# #EV# #Defense# #Housing# #Airlines# #MarketMovers# #PolicyRisk# Gain immediate access to unparalleled insights with #StreetAccount#:

Midterm elections are a great buying opportunity for the bulls. 6 months after midterms, the S&P 500 $SPX was never negative and gained a median of 16.9%. None of the 19 cases saw a 20%+ bear market in the next six months. The median peak to trough decline was 6.1%.

Midterm elections are historically bullish for stocks - S&P 500 avgs 31.8% return from midterm-year low - Midterm Q4 avg 6.6% return, strongest of cycle - Post-Midterm year avg 17% return, strongest of cycle Buckle up for higher asset prices.