Hartnett: AI Hyperscaler Announcing A Capex Cut Will Trigger The Next Great Rotation

There's still 9 months left until the Midterm elections, but to Wall Street strategists like Michael Hartnett, the biggest political event of 2026 is already the key drivers for the stock market, and as we explained last week in "Why Hartnett Is Going Long Main Street, Short Wall Street Into The Midterms",this is how Hartnett is bracing for November: