Stocks linked to data centers, defense and artificial intelligence declined after Democratic victories in the U.S. midterm elections, which could slow investments in digital infrastructure. CoreWeave fell 9%, Iren dropped 11% and Nebilus slipped about 6%, while the BAI ETF lost more than 2% and defense stocks also declined. AppLovin rose more than 10%, Clear Secure gained 33% and Duolingo surged 32%, following results or forecasts that exceeded expectations. Trimble tumbled about 18% and Fidelity National Information Services fell 24% after sharply cutting its earnings outlook. Booking Holdings gained 11%, Novo Nordisk rose more than 6% and McDonald’s added 5%, while CVS Health fell more than 12% after announcing plans to split into two publicly traded companies by the first half of 2028.
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