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Add as a preferred source on GoogleAadil Ebrahim Says Datacenter Rhetoric May Ease After Midterms
Klay Group’s group head of equities said a softer political tone may make room for a relief rally in beaten-down supply-chain stocks.
Aadil Ebrahim, group head of equities at Klay Group, said rhetoric around datacenter construction may soften after the U.S. midterm elections, potentially creating room for a relief rally in beaten-down supply-chain stocks.
The backdrop includes labor, power and political risks tied to the AI buildout.