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Analysis: only ~2.3 GW of planned data center capacity is delayed by direct project-level policies like local moratoriums and New York's data center EO (SemiAnalysis)

SemiAnalysis : Analysis: only ~2.3 GW of planned data center capacity is delayed by direct project-level policies like local moratoriums ...

15 September 2026

Cybersecurity stocks were the top performers in the S&P 500 on Monday amid escalating AI fears; CrowdStrike rose 14%, Palo Alto Networks 13%, and Fortinet 9% (Britney Nguyen/MarketWatch)

Britney Nguyen / MarketWatch:
Cybersecurity stocks were the top performers in the S&P 500 on Monday amid escalating AI fears; CrowdStrike rose 14%, Palo Alto Networks 13%, and Fortinet 9%  —  The software sector outperformed the chip sector to a historic degree in the face of escalating AI fears

Posted from: this blog via Microsoft Power Automate.

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