Steve Weiss Says the Midterms Just Put a Lid on AI Spending. Here's Who Could Get Hurt
After Democrats swept the midterms, chipmakers barely moved while two stocks linked to AI data centers fell sharply. The article says a Texas permit freeze could explain the difference and potentially affect retirement portfolios.
Why it matters — The reported Texas permitting freeze may be relevant to VST watchers because the story links it to AI data-center investment, though the excerpt does not name VST.