Morning Briefing — 05 November 2026 SUBSCRIBERS ONLY

Morning Briefing — 05 November 2026

For a closer look at who (age, gender, etc.) voted which way in the US midterms , click here . Bloomberg : “ Hyperscalers had been stuck between a rock and a hard place, where they were getting punished for spending, but pulling back would have also raised questions ...” “In a sense, the election is a gift to hyperscalers — the brakes are being applied to their spending, not by the companies, but by the government....” [Read the article: bloomberg.com - Big Tech Soars on Bet Dems Will Save AI Spenders From Themselves]

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