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Live Updates  >  Live Update Details

2026-11-05 14:34:28

[Morgan Stanley: Democratic Control of Both Houses May Pose Challenges to AI Infrastructure Investment] ⑴ A Morgan Stanley research report points out that the Democratic Party's victory in the US midterm elections, winning control of both houses of Congress, may pose further challenges to investment in artificial intelligence infrastructure. ⑵ While these developments may put pressure on near-term AI market sentiment, Morgan Stanley expects the major cycle of AI capital expenditure to continue.

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