Gaming Out the Prospect of a Blue Wave
Published . Updated .
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Business executives and investors are preparing for a Democratic sweep and the ramifications for policy on data centers, cryptocurrency and more.
Directly affected
- No company is named in this report.
Indirectly affected
- QQQ Invesco QQQ-3.3% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “data center” (AI and big tech) in this story.
- AIQ Global X Artificial Intelligence & Technology ETF-0.0% 18d
Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “data center” (AI and big tech) in this story.
- IBIT iShares Bitcoin Trust-11.2% 30d
iShares Bitcoin Trust: it follows bitcoin. Linked by “cryptocurrency” (crypto) in this story.
- COIN Coinbase Global-31.4% 30d
Coinbase Global (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “cryptocurrency” (crypto) in this story.
- MSTR Strategy-21.8% 30d
Strategy (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “cryptocurrency” (crypto) in this story.
- MARA MARA Holdings-7.7% 7d
MARA Holdings (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “cryptocurrency” (crypto) in this story.
- MSFT Microsoft+1.8% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “data center” (AI and big tech) in this story.
- GOOGL Alphabet-20.6% 30d
Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “data center” (AI and big tech) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| QQQ | +5.87% | +5.02% | base | after close | after close | after close | after close |
| AIQ | +7.78% | +6.52% | base | after close | after close | after close | after close |
| IBIT | +5.40% | +5.44% | base | after close | after close | after close | after close |
| COIN | +16.89% | +16.70% | base | after close | after close | after close | after close |
| MSTR | +8.13% | +8.32% | base | after close | after close | after close | after close |
| MARA | +10.19% | +11.35% | base | after close | after close | after close | after close |
| MSFT | +4.85% | +4.61% | base | after close | after close | after close | after close |
| GOOGL | +14.89% | +1.62% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Business executives and investors are preparing for a Democratic sweep and the ramifications for policy on data centers, cryptocurrency and more.
Source: The New York Times
This story
| Company | When | Move | Status |
|---|---|---|---|
| AIQ | three days earlier | +6.52% | final price |
| AIQ | five days earlier | +7.78% | final price |
| COIN | three days earlier | +16.70% | final price |
| COIN | five days earlier | +16.89% | final price |
| GOOGL | three days earlier | +1.62% | final price |
| GOOGL | five days earlier | +14.89% | final price |
| IBIT | three days earlier | +5.44% | final price |
| IBIT | five days earlier | +5.40% | final price |
| MARA | three days earlier | +11.35% | final price |
| MARA | five days earlier | +10.19% | final price |
| MSFT | three days earlier | +4.61% | final price |
| MSFT | five days earlier | +4.85% | final price |
| MSTR | three days earlier | +8.32% | final price |
| MSTR | five days earlier | +8.13% | final price |
| QQQ | three days earlier | +5.02% | final price |
| QQQ | five days earlier | +5.87% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna bought Coinbase Global (COIN) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 60 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Coinbase Global (COIN), worth $1,001 - $15,000 on 18 Aug 2026. That is 77 days before publication. Filed 10 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Coinbase Global (COIN), worth $1,001 - $15,000 on 10 Aug 2026. That is 85 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Strategy (MSTR), worth $1,001 - $15,000 on 10 Aug 2026. That is 85 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Pete Sessions sold Microsoft (MSFT) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 32 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 34 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 36 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Pete Sessions sold Alphabet (GOOGL), worth $15,001 - $50,000 on 14 Sep 2026. That is 50 days before publication. Filed 18 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Alphabet (GOOGL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 60 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Thomas H. Kean Jr sold Alphabet (GOOGL), worth $1,001 - $15,000 on 27 Aug 2026. That is 68 days before publication. Filed 12 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How solid “Gaming Out the Prospect of a Blue Wave” looks
12 out of 100
“Gaming Out the Prospect of a Blue Wave” scores 12 out of 100. The score uses 1 sources.