I think we are headed for the worst possible scenario - Biden with a large popular vote win but a small electoral college win, Republican Senate, Democratic congress. Markets may be reacting to that. Basically no stimulus and McConnell will try to gum up everything just like he did for Obama.
House is done. Democratic party actually increased their share. flipped more seats then the lost. Most of the sites already called the house for the democratic party.
Biden just pulled ahead in GA as the urban counties started to drop more of their votes. He is way overperforming in GA and NC (but i think his chance in NC is low)
Biden is running 1.5 pts better then Hillary in the 600 counties that have completely counted their votes. This should be enough for the scenario I painted above - large popular vote win (4.5% vs 3%) and small electoral college win.