US SEC Chairman: Ethereum ETF S1 is expected to be approved this summer
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Due to rising expectations for restrictive measures on data centers, market sentiment in the AI sector may be further negatively affected. However, Morgan Stanley's overall outlook remains intact, expecting resilient economic growth and continued gradual decline in inflation.
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The US stock power sector faces a reshuffle! Midterm elections increase the risk of data center delays; Morgan Stanley lists the damaged parties and relative winners.
Morgan Stanley: The midterm elections increase the risk of data center delays, and with a 474GW grid backlog in Texas, the "power-on timing" stocks are being reshuffled.
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