On Nov. 3, the Democrats swept the House and Senate in the U.S. midterm elections. They also flipped the governorships of five states -- Georgia, Iowa, Nevada, Ohio, and Texas -- from red to blue. That outcome was grim news for the booming AI market, since many Democrats support tighter restrictions on the construction of new data centers. That's why it wasn't surprising when many top neocloud stocks -- including CoreWeave (NASDAQ: CRWV) and Nebius (NASDAQ: NBIS) -- dropped after election night. Yet the top hyperscaler stocks -- Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT) -- rallied. Let's see why that happened, and if that divergence will continue for the foreseeable future. Image source: Getty Images.
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