Semafor's politics page centers on David Weigel's argument that the Trump coalition came apart in the November 2026 midterms, when Democrats won the House vote by 14 points, flipped seven gerrymandered North Carolina seats, and left Republicans unsure their map can be rebuilt. The page also follows the fallout from Nvidia CEO Jensen Huang's affair with a suspected Chinese spy, US-mediated Russia-Ukraine talks in Abu Dhabi, Spain's housing strike, and Anthropic's looming IPO.