A “blue wave” and a “peach storm” are again weighing on confidence in AI, while technology stocks have become “discount assets” for the first time in nine years. According to PANews, Republicans have 55 days left in control of Congress, and Goldman Sachs warned that a selloff driven by macro products and leveraged ETF liquidations may not be over. Opposition to data centers is continuing in the United States and has also prompted protests in several European countries. A controversy involving Nvidia CEO Jensen Huang gathered momentum over the weekend, and Nvidia fell more than 4% in overnight trading. This week’s focus includes Tuesday’s CPI report and earnings from CoreWeave, Nebius, Cisco, and Applied Materials.