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# Evening Scan
- URL: https://adjacent.media/scan/2026-11-04-pm/
- Published: 2026-11-05T00:19:10.000Z
- Updated: 2026-11-05T00:19:11.000Z
- Description: The midterms landed, and the market’s first read was a shrug-and-sell on SpaceX and Tesla while gold, silver, and the dollar’s slide moved prices. The exit polls show the AI buildout has a new constituency: voters.
- Author: Jonathan Greene
- Tags: #scan-pm, #scan

The midterms landed, and the market's first read was a shrug-and-sell on SpaceX and Tesla while gold, silver, and the dollar's slide moved prices. The exit polls show the AI buildout has a new constituency: voters.

> **56%** — of voters in NBC's exit poll said AI and data centers were a "crucial or major factor" in their vote for Congress. *(Financial Times)*

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#### [SpaceX, Tesla slide premarket as midterm blue wave unfolds](https://www.bloomberg.com/news/articles/2026-11-04/tesla-spacex-shares-take-early-hit-as-midterm-blue-wave-unfolds?ref=adjacent.media) (paywall)

Musk-adjacent stocks took the early hit while gold and silver jumped and the dollar fell, a textbook risk-off read of the results. *(Bloomberg)*

#### [Anthropic files S-1, revealing an $80.7 billion figure](https://mjtsai.com/blog/2026/11/02/anthropic-s-1/?ref=adjacent.media)

An IPO that could rank among Wall Street's biggest ever just got its paperwork out. Expect the next few weeks to be spent reading footnotes. *(Michael Tsai)*

#### [Oracle calls off $7B AI deal with Tencent as eurozone inflation hits 4%](https://www.ft.com/content/c5a6a738-cd78-4a8e-a814-57a7473ebb9c?ref=adjacent.media) (paywall)

A $7 billion AI deal evaporated and a rate hike looms in Europe. Macro news spilled across categories today. *(Financial Times)*

#### [Apple set an iPhone sales record even without a new standard iPhone](https://www.theverge.com/tech/1024748/apple-q4-2026-iphone-sales-earnings?ref=adjacent.media)

A record quarter with no standard model refresh. That's the kind of result upgrade-cycle skeptics were waiting for. *(The Verge)*