Axios

The AI trade has regained momentum despite — or maybe because of — Nvidia's struggles following the weekend revelations from CEO Jensen Huang.

The big picture: Monday's sudden burst of exuberance for AI was the latest wide swing for a market upended by last week's "blue tsunami" in the midterm elections and the threat they could pose to the data center boom.

Current and former House Democrats, flush with victory following their landslide midterm wins, are already looking at potential opportunities to run for Senate in 2028, Axios has learned.

Why it matters: Democrats' 2026 romp — with wins in Texas, South Carolina, Kansas and possibly even Mississippi — has some party members reevaluating what were once considered impossible targets.

The French government has blamed an Iranian military hacking unit for cyberattacks that disrupted refrigeration systems at roughly 700 grocery stores and other retail locations last month, causing food losses and at least 15 fires.

Why it matters: The attacks underscore how Iranian government hackers are moving beyond stealing data and disrupting websites to manipulating the physical equipment that keeps essential services running.