Tag Archives | AI Data Center Moratorium Act

MIB Daily: The Democratic Sweep Became a Tax on the AI Trade, Micron and AMD Sank 17% and the VIX Jumped 69%, While Traders Cut Hike Odds to 64% as Fed Hawks Held Firm and Treasuries Rallied

AI stocks crashed on fears a Democratic Congress will slow the data-center buildout: the S&P 500 fell 4.36% and the Nasdaq 100 fell 6.36%, the worst day since April 2025. Micron (-17.46%) and AMD (-17.26%) led the Philadelphia Semiconductor index’s 12.25% plunge. The VIX jumped 69% to 28.15; the 2-year yield fell 11.7 bps. Fed hawks held their tightening line even as Polymarket odds of another 2026 hike fell to 64%. Brent rose 4.65% on fresh Hormuz tanker attacks.

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  ANNOUNCEMENT : The next generation WLEI3 had its first out-of-sample update! An auspicious moment for index builders.