Barclays warns that rapid AI infrastructure expansion is creating political risk for AI trades due to voter backlash against rising electricity costs and water pressure, with the firm forecasting a lack of new catalysts for AI stocks regardless of midterm election results.
Jin1008/26, 05:01 AM
Related assets
Coming up for AMAT
Explore next
Latest AMAT news
Jin1010/15, 03:15 PM
Jin1009/14, 03:05 PM
WSJ08/18, 03:33 PM
U.S. stock futures and chip stocks fell as global bond yields rose and oil remained above $90.