Here in the states November is going to be scarier than October. If the Republicans stay in power or the Democrats don't take Congress, then the US will be screwed for another two years without checks on the executive.
If the Democrats win, then the accusations of election fraud and the court cases begin. Trump will feel the walls closing in on him and may do something brash, like say, launching a nuke.
And in the meantime hyperscale AI is feeling the bubble get weaker by the day and it's owners may do something desperate.