Midterms Can Delay ~6% Of AI CapEx At Most: QQQ Is Now A Defensive Index

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The article says US midterm elections could delay no more than roughly 6% of AI capital expenditure and argues that the QQQ ETF has become a defensive index. It links political uncertainty to technology investment and investor positioning.

Politics Markets AI & Tech US midterms AI capex QQQ technology stocks investment risk elections

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