● IndustryNov 4, 2026 · 14:008 sources
AI stocks slide as Texas governor result raises data center risks
From cnbc.com
AI;DR
AI stocks fell in overnight trading, with losses deepening as the likelihood of a blue wave in the Texas governor race increased, raising concerns about data center risks.
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Sources
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- DISCUSSION1659447091news.ycombinator.com
- SUPPORT@wallstengine“Jefferies says 13.3GW of Texas projects could be at risk”x.com
- SUPPORT@biancoresearch“Incumbent Republican governor Greg Abbott put a moratorium on data center construction on September 21st. The hope was that he would win and lift the moratorium. The fear is that the moratorium won't be lifted.”x.com
- SUPPORT@polltracker2024“Texas Governor Greg Abbott has called Gina Hinojosa to concede the race.”x.com
- SUPPORT@thombrady5“Texas has added ~476k new lawful permanent residents in just the last four years.”x.com