Changes in US stocks | AI application software stocks rose across the board The Trade Desk (TTD.US) rose more than 10%

The Zhitong Finance App learned that on Monday, AI application software stocks rose across the board. The Trade Desk (TTD.US) rose more than 10%, Cloudflare (NET.US) rose more than 7%, Tempus AI (TEM.US) and Unity Software (U.US) rose more than 5%, and Palantir (PLTR.US) and AppLovin (APP.US) rose more than 3%.

The Schroder Investments Global Equities Investment Team said that the US midterm elections have become one of the trigger points for the market, prompting investors to re-examine some of the risks involved in the development of artificial intelligence infrastructure. In recent years, AI infrastructure investment has been an important driving force for global corporate profits and stock markets. As the US Democratic Party gains power in states such as Texas and Ohio, some states located at the core of data center construction may step up regulatory scrutiny, which may increase costs and delay some projects. Despite this, demand indicators for AI are still very strong. The bank still expects the relevant infrastructure to continue to be built, even if some future data centers eventually need to be moved to other states or other countries.