What the midterm results mean for your stocks, according to Barclays

Stocks rallied after the midterms, and Barclays Head of US Equity Strategy Venu Krishna says that fits the historical pattern: midterm elections tend to be a clearing event, and stocks usually do well once the results are settled. He tells Yahoo Finance's Jake Conley why a divided government can be good for markets, what new data center ballot measures could mean for the AI build-out, why yields near 5% create a negative correlation with stocks that leaves earnings to do the heavy lifting, and why the AI spending narrative is now the biggest issue for the market. 00:00 Why the midterms were a clearing event 01:32 Data center ballot measures and the AI build-out 03:09 Yields, rates and stock multiples 04:32 Could anything derail the rally? 05:30 The AI spending narrative #midterms #stockmarket #investing == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571