Election Day, Data Center Debate and AI Sector Fallout
Episode Ep 1000000 42 min 24s

Election Day, Data Center Debate and AI Sector Fallout

From Power Lunch CNBC
November 3, 2026; 2pm: The Power Lunch team tracks how the midterm elections, AI data center backlash, interest rates, and affordability are shaping the markets, with insights from Mark Newman, Bill Nygren, Libby Cantrell, Andrew Yang and Barry Sternlicht. Guests argue how investors are weighing a potential AI capex slowdown against opportunities in memory stocks, value names, and broader public participation in the AI economy.

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