---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000970293.md"
description: "Wall Street is already sorting the winners and losers of the blue waveSolar is ripping, with $First Solar(FSLR.US) up 14%, $Sunrun(RUN.US) up 13% and $Enphase Energy(ENPH.US) up 12% in early trading after Democrats took both the House and the SenateBig Tech is joining in, with $Amazon(AMZN.US) up 7%, $Microsoft(MSFT.US) up 5% and $Apple(AAPL.US) up 5% as investors bet a divided Washington means fewer sweeping policy shocksOn the other side, Trump Media $Trump Media & Tech(DJT.US) is down 11% and bitcoin miner turned data center operator $Hut 8 Mining(HUT.US) is down 11%, with $Core Scientific, Inc.(CORZ.US) off 6% on fears of tighter rules on data center constructionDefense names are sliding too, with $Lockheed Martin(LMT.US), $Northrop Grumman(NOC.US) and $RTX(RTX.US) down 3% to 5% as Trump's $1.5 trillion budget request now faces a much tougher Congress$Tesla(TSLA.US) is down 4% after Elon Musk spent nearly half a billion dollars backing Republican candidatesThe S&P 500 is up about 1.7% and the Dow is up more than 1,000 pointsMarkets are pricing gridlock as good news for the biggest balance sheets and bad news for anything that leaned on Washington's support, and the real test is whether this rotation holds once the headlines fadeSource: StockMarket.News"
datetime: "2026-11-04T15:58:44.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000970293.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000970293.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000970293.md)
author: "[StockMarket.News](https://longbridge.com/en/profiles/21806507.md)"
generator: "portal-rs"
---

# Wall Street is already sorting the winners and los…


### Related Stocks

- [.DJI.US](https://longbridge.com/en/quote/.DJI.US.md)
- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [HUT.US](https://longbridge.com/en/quote/HUT.US.md)
- [ENPH.US](https://longbridge.com/en/quote/ENPH.US.md)
- [.DJT.US](https://longbridge.com/en/quote/.DJT.US.md)
- [FSLR.US](https://longbridge.com/en/quote/FSLR.US.md)
- [NOC.US](https://longbridge.com/en/quote/NOC.US.md)
- [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md)
- [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**