Gallup polling shows 71% of Americans oppose AI data centers in their area, with 48% strongly opposed and only 7% strongly supportive. BlackRock CEO Larry Fink warned on CNBC that a data center moratorium could push the U.S. into recession, since much of the economy relies on AI capital expenditure, which could exceed $1 trillion in 2027 and $5 trillion by 2030. The article cites Goldman Sachs research that nearly half of S&P 500 2026 earnings growth stems from AI-related investment, while real GDP grows about 2% a year. Citing Motley Fool research, it notes the S&P 500 gained in half of the recessions since 1980, often recovering before they ended, and concludes that staying invested in a diversified portfolio has historically been the strongest approach.
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Larry Finkdata centersAI investmentS&P 500recession
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Related tickers and likely impact
NVDA
▼ Likely negativeNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/19/2026 | 217.09 |
| Change that session | +1.38% |
SPY
▼ Likely negativeSPDR S&P 500 ETF
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/19/2026 | 766.48 |
| Change that session | +0.42% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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