PodcastThoughts on the MarketAriana Salvatore · 5 min

4:00pm ET

Midterms Could Delay the AI Buildout, Not Derail It

Texas and Ohio governors-elect propose pausing or conditioning new data center approvals; Georgia tightens scrutiny
Roughly 5 gigawatts of US projects slip from the 2028 pipeline into 2029; 2027 construction untouched
Hyperscaler capex outlook unchanged at about $1.6 trillion next year and $1.8 trillion in 2028
Powering AI team sees a 44-gigawatt US power shortfall through 2028, about 38% of projected demand

Morgan Stanley is telling clients the political backlash reshapes the spending timeline: capacity additions go flat in 2028 then grow nearly 40% in 2029. The squeeze lands on equipment suppliers facing weaker 2028 orders, while best-capitalized hyperscalers and owners of already-powered facilities gain pricing leverage.

CLOSING BELL

U.S. Markets

4:00pm ET

S&P 500+1.29%
Dow Jones Industrial Average+0.48%
Nasdaq Composite+1.55%

Tech did the heavy lifting again: the Nasdaq's 1.55% close more than tripled the Dow's gain. Anyone underweight big tech sat out most of today's rebound.

IQiQIYI

Regular session

3:40pm ET

$0.96

+9.25%off the open $0.88

A sub-$1 stock just added 9.25% intraday off an $0.88 open with no company news behind it. Rival Weibo slipped 0.4% in the same session, leaving the move idiosyncratic.

Before the movelast 24 hours

Nov 11, 9:30 AM ETPress release
Related company: UBER
OpenAI-linked stocks earnings roundup
PR Newswire

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WBWeiboCompetitor-0.4%
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