Chips, Power, and Reactors: Why Alphabet, Infineon, and Oklo remain in focus despite the sell-off!
Reading Time: 4 minutes
The midterm elections have taken the stock market by surprise. Since the Democrats took control of Congress, investors fear stricter regulations for data centers and a weaker investment wave in the AI sector. President Donald Trump will face a Congress that does not follow him starting in January. Bloomberg Intelligence believes it is possible that the planned $1.4 trillion in infrastructure spending could shrink by 5% to 7% by 2027. However, behind the sell-off lies a contradiction: the demand for AI computing power continues to exceed supply....
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