Geopolitics Alpha

Data centers are a political third rail. West Virginia is grabbing it anyway.

Published . Updated .

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GEOPOLITICS ALPHAData centers are a political thirdrail. West Virginia is grabbing itanyway.GEOPOLITICS ALPHA

West Virginia wants more data centers, even as other states slam the brakes on them.

Directly affected

  • No company is named in this report.

Indirectly affected

  • QQQ Invesco QQQ-3.3% 30d

    Invesco QQQ: it holds the big tech and AI names. Linked by “data center” (AI and big tech) in this story.

  • AIQ Global X Artificial Intelligence & Technology ETF-0.0% 18d

    Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “data center” (AI and big tech) in this story.

  • IYT iShares U.S. Transportation ETF

    iShares U.S. Transportation ETF: it holds transport and logistics firms. Linked by “rail” (transport and logistics) in this story.

  • GOOGL Alphabet-20.6% 30d

    Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “data center” (AI and big tech) in this story.

  • MSFT Microsoft+1.8% 30d

    Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “data center” (AI and big tech) in this story.

  • META Meta Platforms-17.6% 30d

    Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “data center” (AI and big tech) in this story.

  • AMZN Amazon.com-3.6% 30d

    Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “data center” (AI and big tech) in this story.

  • UPS United Parcel Service+7.2% 17d

    United Parcel Service (trucking and courier services (no air)): freight and delivery firms move with trade volumes. Linked by “rail” (transport and logistics) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
QQQ-1.57%+0.81%base-3.48%-4.74%-4.32%after close
AIQ-1.03%+1.19%base-4.53%-6.12%-5.91%after close
IYT-1.72%+0.71%base+0.07%+1.84%+1.42%after close
GOOGL+12.93%+13.06%base-1.29%-1.59%-1.62%after close
MSFT-1.13%+0.22%base-1.59%-4.41%-3.93%after close
META+2.84%-0.70%base-1.54%-2.86%-2.14%after close
AMZN+1.73%+3.85%base-1.40%+0.81%+1.38%after close
UPS-5.83%-1.09%base+0.89%+2.23%+1.43%after close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

West Virginia wants more data centers, even as other states slam the brakes on them.

Source: MarketWatch

This story

CompanyWhenMoveStatus
AIQthat day-4.53%final price
AIQthe next day-6.12%final price
AIQtwo days later-5.91%still updating
AIQthree days earlier+1.19%final price
AIQfive days earlier-1.03%final price
AMZNthat day-1.40%final price
AMZNthe next day+0.81%final price
AMZNtwo days later+1.38%still updating
AMZNthree days earlier+3.85%final price
AMZNfive days earlier+1.73%final price
GOOGLthat day-1.29%final price
GOOGLthe next day-1.59%final price
GOOGLtwo days later-1.62%still updating
GOOGLthree days earlier+13.06%final price
GOOGLfive days earlier+12.93%final price
IYTthat day+0.07%final price
IYTthe next day+1.84%final price
IYTtwo days later+1.42%still updating
IYTthree days earlier+0.71%final price
IYTfive days earlier-1.72%final price
METAthat day-1.54%final price
METAthe next day-2.86%final price
METAtwo days later-2.14%still updating
METAthree days earlier-0.70%final price
METAfive days earlier+2.84%final price
MSFTthat day-1.59%final price
MSFTthe next day-4.41%final price
MSFTtwo days later-3.93%still updating
MSFTthree days earlier+0.22%final price
MSFTfive days earlier-1.13%final price
QQQthat day-3.48%final price
QQQthe next day-4.74%final price
QQQtwo days later-4.32%still updating
QQQthree days earlier+0.81%final price
QQQfive days earlier-1.57%final price
UPSthat day+0.89%final price
UPSthe next day+2.23%final price
UPStwo days later+1.43%still updating
UPSthree days earlier-1.09%final price
UPSfive days earlier-5.83%final price

Congressional trades in the stocks in this story

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).

This story

12 out of 100Price not final

“Data centers are a political third rail. West Virginia is grabbing it anyway.” scores 12 out of 100. The score uses 1 sources. The price is not final yet.