The chart shows a sharp shift in market sentiment after the election. An initial relief rally was followed by a broad technology-led selloff.
The chart shows a sharp shift in market sentiment after the election. An initial relief rally was followed by a broad technology-led selloff.
The chart shows data center investment accelerating sharply the last three years as the AI infrastructure buildout gained momentum.
The chart shows data center investment accelerating sharply the last three years as the AI infrastructure buildout gained momentum.
The chart shows semiconductor stocks dramatically outperforming both the S&P 500 and equal-weight S&P 500 since early 2023. The extraordinary gains generated by AI infrastructure beneficiaries have been followed more recently by a pullback as investors appear to reassess the outlook for the AI buildout.
The chart shows semiconductor stocks dramatically outperforming both the S&P 500 and equal-weight S&P 500 since early 2023. The extraordinary gains generated by AI infrastructure beneficiaries have been followed more recently by a pullback as investors appear to reassess the outlook for the AI buildout.
The chart shows six-month S&P 500 returns following each U.S. midterm election since 1970. Returns were positive after every midterm election, illustrating that markets have historically performed well despite election-related uncertainty.
The chart shows six-month S&P 500 returns following each U.S. midterm election since 1970. Returns were positive after every midterm election, illustrating that markets have historically performed well despite election-related uncertainty.
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