Geopolitics Alpha

Data center construction spending raced further ahead in August

Published . Updated .

“Frankly, it’s becoming difficult to contextualize the size and speed of this boom,” said Anirban Basu, ABC chief economist.

Directly affected

  • No company is named in this report.

Indirectly affected

  • ABAT AMERICAN BATTERY TECHNOLOGY

    GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ACM AECOM TECHNOLOGY CORP

    GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS

    GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AQN Algonquin Power & Utilities Corp

    GA selected AQN as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • CRDO CREDO TECHNOLOGY GROUP HOLDING

    GA selected CRDO as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • DJT TRUMP MEDIA & TECHNOLOGY GROUP COM

    GA selected DJT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ABAT———————
ACM———————
AOSL———————
AQN———————
CRDO———————
DJT———————

“Frankly, it’s becoming difficult to contextualize the size and speed of this boom,” said Anirban Basu, ABC chief economist.

Source: Construction Dive

Price since this story was published: American Battery Technology (ABAT)

Since the first closing price after “Data center construction spending raced further ahead in August,” American Battery Technology (ABAT) is -33.94%. The S&P 500 fund (SPY) is -1.08% over the same days, a -32.86% difference versus the market.

ABAT
SPY

Filings that name American Battery Technology (ABAT) around 2 Oct 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around American Battery Technology (ABAT)

Companies carried with this story

  • ABAT American Battery Technology

    In “Data center construction spending raced further ahead in August,” American Battery Technology (ABAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ACM Aecom

    For “Data center construction spending raced further ahead in August,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AOSL Alpha & Omega Semiconductor

    In “Data center construction spending raced further ahead in August,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AQN Algonquin Power & Utilities

    In “Data center construction spending raced further ahead in August,” Algonquin Power & Utilities (AQN) is linked, with no stored direction, medium confidence. Reason on file: GA selected AQN as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CRDO Credo Technology Group Holding

    For “Data center construction spending raced further ahead in August,” Credo Technology Group Holding (CRDO) is linked, with no stored direction, medium confidence. Reason on file: GA selected CRDO as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • DJT Trump Media & Technology Group

    Trump Media & Technology Group (DJT) is linked, with no stored direction, medium confidence in the 2 Oct 2026 story “Data center construction spending raced further ahead in August.” Reason on file: GA selected DJT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

American Battery Technology (ABAT)

American Battery Technology (ABAT) is the company in “Data center construction spending raced further ahead in August,” the 2 Oct 2026 this story story.

What ties American Battery Technology (ABAT) to the headline is this: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Aecom (ACM) is here too. Its reason reads: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

The price range for American Battery Technology (ABAT), and the dates in the story

ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. ACM traded between 56.41 and 63.73 across 20 sessions. The latest close on file is 57.99. AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59.

What the saved facts support for American Battery Technology (ABAT)

46 out of 100

“Data center construction spending raced further ahead in August” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.