Midterm results shake AI trade as data center backlash hits chip and power bets
OpenAI's new pledge not to use NDAs for data center projects follows a midterm election where voters rejected expansion, sending AI-linked stocks and commodities swinging.
Read at The Verge →Full coverage · 11 outlets
- The Verge · lead
- Bloomberg.comCopper Moves Lower as US Election Undermines AI and Tariff Trade
- The Economic TimesInvestors ready for possible shake-up in Congress as US awaits election results
- The Standard (HK)Investors see risk from US midterms to AI trade as data center backlash builds
- Yahoo FinanceThe Biggest Trade If the Democrats Win Back the House and Senate in November's Mid-Term Elections: Short Artificial Intelligence (AI) Data Centers
- MitradeDow Jones Industrial Average loses the midterm rally to the data-centre backlash
- Yahoo! Finance CanadaAI, data-center stocks slip as Democratic sweep clouds expansion plans
- NZ HeraldNasdaq dives 5% as investors worry about data centre backlash
- BBCA backlash over data centres is another threat to the AI juggernaut
- The Financial ExpressUS stocks lose over $3 trn as Democrats’ midterm victory rattles Wall Street’s AI trade
- MSNWhat smart people are saying about the midterm's impact on data centers and the AI trade