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Mixed Results for Big Tech Post-Election: Hyperscalers Rise While Chipmakers Fall

etf.com · ·by G4L

  1. 1Amazon, Microsoft, and Google saw stock prices rise immediately after the election.
  2. 2Nvidia, Broadcom, and Intel saw stock prices fall due to concerns over delays in data center construction.
  3. 3There were more than 50 data center votes where the direction was decided toward regulation, with all but one vote being decided.

So what's the key point?

After the election, stock prices for companies like Amazon and Google went up, but companies like Nvidia went down. This is because the direction of regulations regarding data center construction was decided, causing different situations for each company.

Source etf.com · View original ↗

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