$TRUMP
$XAU Midterm elections are “not bad at all” for SpaceX, according to analyst
The sweeping victories Democrats won in the U.S. midterm elections could complicate efforts to expand AI data centers, but are unlikely to hinder SpaceX’s broader infrastructure ambitions, according to Stifel, which sees opportunities for the company to benefit from tighter permitting and potential industry consolidation.
In a research note dated 08/11, Stifel said the election results would increase regulatory friction and costs for new data center projects, particularly in states such as Texas and Georgia, where political changes could lead to stricter approval processes.
However, the brokerage said the impact would largely be concentrated on new projects and deployments planned for 2028, without affecting facilities currently under construction, as the proposed restrictions generally allow them to proceed.
$XAG
#WhoWillSucceedJensenHuangatNvidia? #WhatWillDriveCryptoandStocks’NextRebound? #BitcoinActiveSupplyInProfitDropsBelow45% #KavaSaysAbnormalActivityLimitedToKavaLend #USSpotXRPETFsSeeLargestWeeklyOutflowIn8Months
$XAU Midterm elections are “not bad at all” for SpaceX, according to analyst
The sweeping victories Democrats won in the U.S. midterm elections could complicate efforts to expand AI data centers, but are unlikely to hinder SpaceX’s broader infrastructure ambitions, according to Stifel, which sees opportunities for the company to benefit from tighter permitting and potential industry consolidation.
In a research note dated 08/11, Stifel said the election results would increase regulatory friction and costs for new data center projects, particularly in states such as Texas and Georgia, where political changes could lead to stricter approval processes.
However, the brokerage said the impact would largely be concentrated on new projects and deployments planned for 2028, without affecting facilities currently under construction, as the proposed restrictions generally allow them to proceed.
$XAG
#WhoWillSucceedJensenHuangatNvidia? #WhatWillDriveCryptoandStocks’NextRebound? #BitcoinActiveSupplyInProfitDropsBelow45% #KavaSaysAbnormalActivityLimitedToKavaLend #USSpotXRPETFsSeeLargestWeeklyOutflowIn8Months
