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November 9, 2026

Every report across our four research series — weekly, monthly, quarterly and global.

Rebounding after a turbulent week

U.S. equities endured a turbulent week: after markets initially welcomed decisive victories that would leave no room for protracted court battles contesting the midterm results, investors on Thursday reassessed the implications for the massive AI infrastructure buildout in the wake of a number of states’ and municipalities’ anticipated opposition to data center construction.

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Growth vs Value Factor chart

Growth vs Value Factor — one of the charts from our research.