U.S. midterm results could slow data center development, raising the value of existing AI capacity while increasing pressure on debt-funded neoclouds.
How the midterms could fuel the K-shaped AI trade
Related Posts
Yellen says Powell probe ‘extremely chilling’ for Fed independence, market should be concerned
Former Fed Chair Janet Yellen spoke Monday to CNBC about a Department of Justice investigation into current Chair Jerome Powell.
Trump tariffs could create a new challenge for Chinese policymakers: A growth rate below 5%
The additional 10% tariffs will be levied on top of a variety of 10% to 25% existing tariffs that Trump…
U.S. plays hardball on tariffs deadline as EU battles for a deal
The U.S. is keeping up the pressure on the Aug. 1 deadline for higher tariffs for the EU.