2026 Midterm Election Results: Democrats Win Congress, and What It Means for Markets
Democrats won the House and Senate in the 2026 midterms. Seat counts, uncalled races, key governors and how stocks, bonds and the dollar are reacting.
Democrats won the House and Senate in the 2026 midterms. Seat counts, uncalled races, key governors and how stocks, bonds and the dollar are reacting.
ImmunityBio (IBRX) rose 4.3% Tuesday ahead of Q3 results. What to expect from Anktiva sales, the QUILT-2.005 readout, community sentiment and our odds.
Sunday night stock futures open: S&P +0.3%, Nasdaq +0.3% as oil slips on Iran mediation talk, ahead of Apple, the midterms and Friday's October jobs report.
How the 25-year rule, EPA rules and customs duties shape gray-market car imports in the USA, from JDM icons and kei trucks to the chicken tax and state bans.
The St. Joe Company (JOE) owns 165,000 acres of Florida Panhandle land. Q3 results, the Margaritaville expansion, valuation vs. book, risks and our pick.
This week's note: why the AI selloff is about the capital bill, what the midterms could mean for tech, Meta's Muse agent and the real math on buying bonds.
Eli Lilly beat Q3 forecasts and lifted 2026 sales guidance to $91B-$92B. Mounjaro, Zepbound, retatrutide vs. Ozempic, sleep apnea, valuation and our pick.
LLY: Retatrutide’s Head-to-Head Win and Sleep Apnea Franchise Expand the Lead Eli Lilly continues to widen its advantage in the cardiometabolic market. Yesterday’s topline results from the Phase…
Marvell is in advanced talks to buy Lumentum, reports say. Why the lasers matter, the deal math and dilution, China review risk, optics winners and our pick.
Our call: the Fed holds at 3.75%–4.00% today with two dissents for a hike and no December promise. Vote, statement, Warsh's presser and market scenarios.
Meta's $97.5B raise, $419B of AI bonds, SPVs and GPU leases: how the AI build-out is financed, where credit is cracking, and what today's earnings say.
AASET 2026-1 and WAVE 2019-1 aircraft lease bonds vs. issue: CUSIPs, estimated prices, spreads, and what $101 oil and weak airlines mean for them.
SpaceX vs. AST SpaceMobile and the rest of the direct-to-cell field: spectrum, satellites, carrier deals, Thursday's FCC vote and what the midterms mean.