Possible scenario
Federal Compromise Emerges
+0.6%
The Biden administration, Congress, FERC, DOE, and governors attempt to prevent a disorderly data-center freeze from impairing AI competitiveness. A compromise framework links fast-track approvals to local tax payments, clean-power procurement, grid upgrades, and water-recycling standards.
What it moves
- Utilities+1.1%
- Technology+1.1%
- Market volatility
- Riskier companies' borrowing costs
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