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via finance.yahoo.comMarkets

Bernstein recommends data centre stocks, seeing political risks as overstated

FROM THE WIRE · FINANCE.YAHOO.COM

Investing.com -- Bernstein has recommended buying shares of Quanta Services, Eaton, Vertiv and Equinix, among other companies exposed to artificial intelligence infrastructure, arguing that concerns over political opposition to data centre construction in the United States may…

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MARKET IMPACTNEUTRAL✦ News Impact agent estimateTone: expected bullishA buy recommendation on AI infrastructure names may matter for the sector ahead of the midterm elections.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
  1. 01Bernstein recommends buying Quanta Services, Eaton, Vertiv and Equinix.
  2. 02Concerns over political opposition to data centre construction may be overstated.
  3. 03The broker warns stocks could react negatively if candidates favouring tighter limits win.
NEWS IMPACT AND MARKET REACTIONChange since the story · reference
Vertiv Holdings CoVRTStock224.24 USDMarket closedtoday -3.55%Positive Eaton Corporation plcETNStock366.07 USDMarket closedtoday -1.05%Positive Equinix, Inc.EQIXStock993.69 USDMarket closedtoday -1.97%Positive Quanta Services, Inc.PWRStock621.18 USDMarket closedtoday +0.07%Positive
Impact and summary are estimates by the News Impact AI agent, not financial advice.Open in Markets

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