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Nov 4, 2026 14 min

Stocks Shoot Higher on Blue Wave

from MPC Markets Morning Call Hosted by MPC Markets

A Democratic sweep that almost no one had priced in. The equal-weight S&P made a record high, oil was belted, and data-centre stocks got hosed as voters made cost of living and the war their top priorities. We run through the exit-poll numbers, the lame-duck session ahead, why prediction markets closed early, and what the blue wave actually means for AI spend, critical minerals, oil, and global risk assets. Plus a quick look at why this may help some of the most stretched names in the data-centre trade. General advice only. Free Mosaic (all research, podcasts, webinars and charting) until end of 2026: https://mpcinvest.co/FreeMosaic

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Stocks Shoot Higher on Blue Wave

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