What a Slower AI Buildout May Mean for Markets

Published on November 11, 2026

One of the bigger takeaways from the 2026 midterm elections was that people don’t like data centers. And it’s not hard to understand why. They consume enormous amounts of electricity and water. They can create persistent noise for nearby communities.

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AI Worries Outweigh Strong Economic Data

November 11, 2026
In a week that once again featured solid economic data, stocks faltered as investors continued to question the sustainability of the AI boom.

Aftermath of the Blue Tsunami

November 11, 2026
Last week’s election was one of the harshest repudiations of any president’s party since at least World War II. As of today, it looks like the Democrats will end up with 56 seats in the U.S. Senate and about 260 in the House, a gain of nine and about forty-five, respectively.