AI stocks head into Tuesday's midterm elections under pressure, with ten states voting on data center ballot measures and election results set to shape AI regulation. Financing concerns dominate: OpenAI cut its funding target to $20 billion at a $1.25 trillion valuation, and Blackstone warned Anthropic may get only junk credit ratings after its planned IPO. Rising debt costs have hit neoclouds like CoreWeave, and cash burn at Alphabet, Amazon, and Meta lifts payback questions. Earnings from Apple, Palantir, and AMD are due this week.
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