Samir Arora, Founder of Helios Capital, suggests that the current Budget could be significant since it is the first full one of the government’s term. He advises holding small and midcap stocks despite recent market struggles and maintains a bullish outlook on the market, emphasizing that significant corrections are unlikely given current conditions.
AI stocks: Midterm elections could threaten AI trade as data center backlash grows
Public opposition to US data centers and the November midterm elections could reshape AI infrastructure investment. Increased regulatory scrutiny, rising electricity costs and construction delays
October 23, 2026