The best-chosen money, Hartnett: The mid-2026 election was a watershed in Ai Bull City, and the Republican winning Ai shares are expected to grow up to 2027

According to news from the market on August 14, the US Bank's chief investment strategist, Michael Hartnett, released an update that defined the mid-term elections in 2026 as the core watershed of the US stock market in AI. The report gives two scenarios: if the Republicans hold the Senate and the Governor of Texas, Greg Abbott, is re-elected, the market will be interpreted as AI data centre expansion, AI capital expenditure policy environment continuing, US stock AI is expected to grow stronger, 2027, or foaming; if the Democrats take the Senate and win the Governor of Texas, the US share or over 10% is re-directed, synchronizing with the US dollar and US debt return. The current US stock base is still solid, with the scale 500, which is significantly higher than expected in the second quarter, and the hundreds of billion-degree AI capital expenditure, wealth effects, and increasing risk preferences; but the market is heavily overcrowded, with the U.S. Silver Bear's target rising to 9.3, with private customer stocks at record highs, which will magnify market volatility once elections, interest rates, and AI profits are expected to fall short of expectations. Hartnett, at the same time, suggests that overplatform does not mean that the cattle market ends immediately, but makes the market more sensitive to windfalls. The bond market is the greatest potential constraint, with US government debt approaching $40 trillion, interest spending in the last 12 months of about $1.4 trillion, and the recent return on 30-year-old US debt rising to a 25-year high of 5.126 per cent. Now that the first two are in place, the election results and the interest rate path will be the key variables determining whether the bull market can move from a strong upswing to a bubble to a boom。