2 Stocks Sidestep the Data Center Backlash
Trey Thoelcke's 24/7 Wall St. article reports that after voters in 40 of 41 November 3, 2026, ballot measures rejected or limited data centers, Venture Global used its Q3 earnings release to propose an off-grid AI utility, sending its shares up 7.1% premarket while Vertiv slipped 0.2%. The article argues the backlash hurts Vertiv's valuation more than its business, while Venture Global's gain prices in a business line with no customer yet.
