CNBC cited $173 million in General Election data center advertising, almost all negative, with $140 million from Democratic advertisers. An NBC exit poll found 56% of voters called AI and data centers a crucial or major factor in their vote. In Texas, Hinojosa defeated Abbott, and her platform includes a moratorium or new requirements for data centers in a state expected to account for a quarter of capacity by 2030. Panelists said investors are wary, pushing down neocloud stocks such as CoreWeave and Applied Digital, along with Tesla and SpaceX, while hyperscalers were holding up better. They also noted that public opposition to nearby data centers over noise, gas turbines, fumes and water use had grown.
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data centersmidterm electionsartificial intelligenceWall StreetCoreWeave
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Related tickers and likely impact
NVDA
▼ Likely negativeNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 11/03/2026 | 206.57 |
| Change that session | +2.23% |
QQQ
▼ Likely negativeInvesco QQQ Trust
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 11/03/2026 | 685.34 |
| Change that session | +0.62% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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