Geopolitics Alpha

Texas turning blue may hinge on Democrats harnessing data center opposition

Published . Updated .

Data center opposition is reshaping Texas' 2026 governor and Senate races as voters raise concerns over power, water and utility costs.

Directly affected

  • No company is named in this report.

Indirectly affected

  • AQN Algonquin Power & Utilities Corp

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

  • OTF BLUE OWL TECHNOLOGY FINANCE

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

  • 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.

  • 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.

Price reaction, T-5 to T+3

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

Data center opposition is reshaping Texas' 2026 governor and Senate races as voters raise concerns over power, water and utility costs.

Source: CNBC Top

Algonquin Power & Utilities (AQN) since this story, compared with the market

Since the first closing price after “Texas turning blue may hinge on Democrats harnessing data center opposition,” Algonquin Power & Utilities (AQN) is +2.89%. The S&P 500 fund (SPY) is -0.09% over the same days, a +2.98% difference versus the market.

AQN
SPY

Who reported a Algonquin Power & Utilities (AQN) trade near 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).

Who gains and who loses around Algonquin Power & Utilities (AQN)

Companies carried with this story

  • AQN Algonquin Power & Utilities

    For “Texas turning blue may hinge on Democrats harnessing data center opposition,” 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: utilities, power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • OTF Blue Owl Technology Finance

    In “Texas turning blue may hinge on Democrats harnessing data center opposition,” Blue Owl Technology Finance (OTF) is linked, with no stored direction, medium confidence. Reason on file: GA selected OTF as a RELATED security because its canonical security name directly matches this event's themes: technology, blue. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ABAT American Battery Technology

    For “Texas turning blue may hinge on Democrats harnessing data center opposition,” 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

    In “Texas turning blue may hinge on Democrats harnessing data center opposition,” 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

    For “Texas turning blue may hinge on Democrats harnessing data center opposition,” 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

  • CRDO Credo Technology Group Holding

    For “Texas turning blue may hinge on Democrats harnessing data center opposition,” 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

Algonquin Power & Utilities (AQN)

Algonquin Power & Utilities (AQN) is the company in “Texas turning blue may hinge on Democrats harnessing data center opposition,” the 23 Sep 2026 this story story.

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

Also listed, Blue Owl Technology Finance (OTF): GA selected OTF as a RELATED security because its canonical security name directly matches this event's themes: technology, blue. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates and price levels for Algonquin Power & Utilities (AQN)

ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. AQN traded between 4.92 and 5.29 across 20 sessions. The latest close on file is 5.16. OTF traded between 8.92 and 10.73 across 20 sessions. The latest close on file is 9.02.

What the saved facts support for Algonquin Power & Utilities (AQN)

46 out of 100

“Texas turning blue may hinge on Democrats harnessing data center opposition” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.