Uncertainty removed, optimism returns

Midterm election results eased uncertainty, lifting stocks while yields and oil prices declined. Blue sweep raises questions about future defense spending, energy policy, AI data center development, and potential regulatory scrutiny of Tesla and SpaceX. ARM, Qualcomm, and other major earnings.Show NotesOil prices slide as Trump plays down prospect of Iran strikes after U.S. election routMusk eyes data centers in orbit, not TexasBlue Wave: What it means for AI, corporate oversight and U.S. fiscal outlookEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.