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BofA Sees AI Stocks Returning as Data Center Risks Grow

The bank says a Democratic sweep in the 2026 midterms could spur regulation, slow construction and put its $2 trillion AI spending forecast for 2028 in doubt.
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The bank says a Democratic sweep in the 2026 midterms could spur regulation, slow construction and put its $2 trillion AI spending forecast for 2028 in doubt.