The midterm election results are redrawing the map for AI data centers
U.S. datacenter spending won’t drop a lot, but watch for delays, relocations and increased expenses for individual projects Source:MarketWatch
Microsoft and Amazon combine for a $400 billion market-cap boost — and these factors show why
Microsoft and Amazon shares are rising sharply on Wednesday, with one portfolio manager noting that a cloudsupply crunch could help the companies raise prices.…
U.S. Democratic sweep could be the final nail in the ‘Clarity Act’s coffin’
Industry experts warn the Clarity Act is likely dead in its current form as incoming Democratic majorities eye tighter scrutiny of crypto markets and tokenized…
Bitcoin hits $80.5K as US stocks rally on midterm election results
Bitcoin climbed toward $80,500 as risk assets rallied on Democrats’ midterm election gains and oil prices fell. Source:Cointelegraph
Crypto Long & Short: ICE is betting on retail’s appetite for quick outcomes
Retail traders increasingly want trades that resolve fast, from prediction markets to sameday options. Andy Baehr of GSR argues perpetual futures belong in…
Micron and other chip stocks slip as election results strike at the core of data-center optimism
Democratic victories in Texas and other states raise longterm questions about the AI buildout, though they do not “unwind projects already funded.”…
Three things that explain what’s changing with Obamacare in 2027
Affordable Care Act premiums are increasing again, and these plans have new rules. Source:MarketWatch
Big Tech’s $500 billion spending spree leaves a lot less for shareholders
AI is changing the bargain between large technology companies and their shareholders, Source:MarketWatch
The election changes Washington. The work on crypto continues
The next Congress inherits an unfinished assignment: establishing clear, lasting rules for digital assets that protect consumers and ensure American innovation…
Live updates: Bitcoin and stocks post big gains, reversing overnight plunge following Blue Wave landslide
The biggest losers, so far, are the AI data center stocks following victories for several candidates who campaigned expressly against the sector.…
Tesla and SpaceX shares slide as Musk’s political push falls flat
The billionaire spent hundreds of millions of dollars on the U.S. election. Now, investors are worried about less favorable policies under new Democratic…
Datadog’s stock extends steep declines in the wake of earnings
Datadog failed to top expectations with its revenue forecast. Source:MarketWatch