Five stock groups that could rally after Democrats' midterm sweep

Democrats swept the 2026 U.S. midterm elections, flipping control of Congress, and Wall Street analysts say this could boost stocks in clean energy, healthcare, airlines, drones, and specialty REITs despite a weekly market decline. Analysts cite specific policy shifts: more Ukraine funding could aid drone maker Amprius Technologies, while solar firm First Solar was upgraded on expected permitting reforms. Healthcare providers like HCA and Universal Health Services rose on plans to restore Medicaid and ACA subsidies, and Citigroup sees airline demand improving with Democrat consumer sentiment. Barclays notes that voter opposition to data center development could benefit REITs like Equinix, Iron Mountain, and Digital Realty through reduced construction and pricing power. The S&P 500 fell 2.7% this week, with tech hit hardest, but these sectors showed resilience or gains.