Blue to Red: Ron Baron, Tarek Mansour on Market Drops & Midterms 11/6/26
Two days after election day, the Nasdaq notched its largest single-day dollar loss on record after $2.5 trillion in market cap was wiped out from AI, neoclouds, and other tech companies. At play is Democratic state governance and regulation, potential data center slowdown, and the overall tech debt landscape.…
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