USD is trading at $62.41, down 4.40%, as investors weigh whether a Democratic congressional sweep could tighten oversight or permitting for AI data centers, potentially slowing infrastructure investment and semiconductor demand. - The Philadelphia Semiconductor Index fell 3.1%, with Nvidia, Micron and SanDisk also lower. - Weakness is concentrated in AI infrastructure and semiconductors. Lower oil prices and easing election uncertainty support broader sentiment, while Nasdaq futures were down 0.76% in the supplied market context.