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US Data Center Regulation Tightening Hits AI Infrastructure Stocks? Morgan Stanley: Limited Impact in 2027, Risks More Concentrated in 2028
Morgan Stanley believes that the sell-off of AI infrastructure stocks triggered by the U.S. midterm elections may be an overreaction. The risk of data center expansion in 2027 is limited, AI computing power demand remains strong, and some tech stocks are already showing investment opportunities, with Microsoft still being the top pick.

Investor in UXLINK-linked wallet starts closing $148 million Hyperliquid positions

Grayscale and a16z Flag AI Compute as the Next Major Derivatives Market

Goldman Sachs Identifies Key Trend Lines; Nasdaq's Last Line of Defense Is in Jeopardy
The Nasdaq 100 Index has declined for four consecutive weeks and is currently testing a key trend line connecting the 2025 and 2026 lows at 26,630 points. Despite strong third-quarter earnings, heightened risk aversion and surging panic indicators have led investors to factor in potential slowdown expectations for 2028, causing stock prices to continue falling. With significant outflows of foreign capital and sharp valuation divergences, the market is awaiting the test of this week's CPI data and chip giant earnings reports.
