Michael Monaghan

“Yesterday, markets rallied on certainty as election results removed a layer of uncertainty. Today, portfolio managers and analysts are digging into the implications and adjusting expectations for potential political resistance to AI infrastructure, particularly at the state and local levels,”

Michael Monaghan · said 2026-11-05 · reported 2026-11-05

Michael Monaghan told Al Jazeera that portfolio managers are adjusting expectations for political resistance to AI infrastructure after markets initially rallied on election certainty.

“We’re seeing that concern reflected in the selloff across semiconductors and hyperscalers.”

Michael Monaghan · said 2026-11-05 · reported 2026-11-05

Michael Monaghan told Al Jazeera that the concern about political resistance to AI infrastructure is reflected in the selloff across semiconductors and hyperscalers.