Markets React to Midterm Fallout, AI Data Centers and Energy Risks 11/5/26

November 5, 2026; 5am: Morning Call breaks down the post-midterm market rally, pressure on AI/data center trades, and the sectors moving as Democrats are projected to take Congress. The key takeaway: policy risk around data centers, defense spending, energy and rates is reshaping investor positioning beyond the short-lived election bounce.

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