My budget ritual is to come to the office and watch the budget and hope that there aren’t any big negatives on the capital markets side particularly. This year, there were no announcements linked to the capital markets and a few small ones related to startups.
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