AI data center supply-chain stocks fell sharply, with Vistra and NRG each down 13.9% and Fix down 15.4%, while the broader market rose. The drop followed the election of a Texas governor who favors pausing new data center construction, and Texas accounts for about 27% of planned U.S. data center capacity per Wells Farg
Texas data center halt concerns hit AI infrastructure stocks as broader market ralliesAI News
AI data center supply-chain stocks fell sharply, with Vistra and NRG each down 13.9% and Fix down 15.4%, while the broader market rose. The drop followed the election of a Texas governor who favors pausing new data center construction, and Texas accounts for about 27% of planned U.S. data center capacity per Wells Farg