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U.S. Midterm Elections Impact Semiconductor Stocks
The U.S. midterm elections are scheduled for November 3, 2026, and are expected to influence market sentiment, technology regulation, government spending, and AI infrastructure investment. Key semiconductor stocks to watch include AMD ($AMD), Super Micro Computer ($SMCI), Arista Networks ($ANET), and the S&P 500 ETF ($SPY). AMD will release its Q3 2026 results on November 3, after market close, focusing on revenue growth, data-center performance, AI accelerator demand, profit margins, and management guidance.