Advisory Research Sees Midterms as Minor Beside AI Buildout

Advisory Research's Q3 2026 Global Investor Letter ranked the AI buildout above the U.S. midterms in its market outlook, describing the Nov. 3 election as a secondary issue for investors. “The midterms will dominate headlines this fall, but we'd file them under ‘minor issue’ relative to the AI buildout,” the letter said. It also described earnings growth as support for the AI rally. Damir Tokic offered a more bearish reading of AI-related company signals in an Oct. 30 analysis.

Source: TokenPost