Evening 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)

SpaceX, Tesla slide premarket as midterm blue wave unfolds (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

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% (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

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