Investing.com -- Bernstein has identified top stocks in the AI infrastructure sector as political risks from upcoming midterm elections weigh on data center development. The firm's analysis shows that approximately 244 gigawatts, or 55% of the data center pipeline, faces political risk following the 2026 midterms, as front-runners in gubernatorial races favoring restrictions on data center construction lead in states containing roughly 250 gigawatts of projects. Still guessing which stocks will beat the market? Our AI portfolio updates monthly and is outperforming the S&P 500 by 118%.
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