Possible scenario
Conditional Financing Restart
40%
+0.2%
Texas officials allow the Anthropic data-center project to proceed after ERCOT identifies enforceable curtailment, backup-generation, and interconnection conditions. Banks revive the junk-bond process, but pricing is modestly wider than originally planned because investors demand compensation for Texas permitting risk.
What it moves
- Technology+0.3%
- Finance+0.3%
- Utilities+0.1%
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