CoinDesk
03 de novembro de 2026 às 21:00Fato · trecho publicado por CoinDesk
The biggest losers, so far, are the AI data center stocks following victories for several candidates who campaigned expressly against the sector.Também noticiado por
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Infraestrutura· Inteligência artificial
Wall Street rethinks AI data center boom as Texas election raises new risksBitcoin miners pivoting to AI face new uncertainty over power access and construction permits, while companies with approved projects could benefit from tighter supply.CoinDesk
Mercados· Inteligência artificial
Copper, Tin Fall With Base Metals on Renewed AI Stocks SelloffCopper and tin fell with other industrial metals, as a renewed selloff in technology stocks in Asia weakened the demand outlook for materials used in data centers and to solder circuit boards.Bloomberg
Mercados· Inteligência artificial
Marvell’s AI Megadeal Hands Wall Street Multiple M&A MilestonesMarvell Technology Inc.’s $115 billion takeover of data center laser maker Lumentum Holdings Inc. will move Wall Street past a number of mergers and acquisitions milestones in a year already chock-full of megadeals.Bloomberg
Mercados· Inteligência artificial
What Wall Street Really Thanks About the AI Trade (Podcast)It has been a big week for the AI trade — we've seen wobbles in the market, many of them in response to headlines like the Anthropic S-1 and earnings from the hyperscalers (Oracle, Microsoft, etc.). So what does Wall Street make of all…Bloomberg