linked data center stocks slide as Democrats crack Republican strongholds

** AI-linked stocks fall in premarket trading after Democrats win in key data center markets, including Texas and Georgia

** Democratic gains fuel concerns over tighter data center regulation and potential curbs on AI infrastructure expansion underpinning AI computing demand

NEOCLOUDS

** CoreWeave CRWV.O slides 3.2%, with peers Nebius NBIS.O and IREN IREN.O down 3.3% and 3%, respectively

** The Roundhill Neocloud ETF NCLD.O, which tracks major neocloud stocks, declines 3.8% premarket

** On Wednesday, NCLD hit its lowest since it started trading in August

SERVER MAKERS

** Server makers Dell , Super Micro SMCI.O and Hewlett Packard HPE.N fall between 2.4% and 3.2%

CYBERSECURITY

** CrowdStrike CRWD.O, Fortinet FTNT.O and Zscaler ZS.O down between 2.1% and 3.2%

** As of last close Global X Cybersecurity ETF BUG.O up over 54% YTD

DATA CENTER OPERATORS

** Applied Digital APLD.O, Hut 8 Corp HUT.O and Cipher Digital CIFR.O down between 2.5% and 3.9%

** Core Scientific CORZ.O up 3.4% on strong results a day after its steepest one-day drop in over three weeks

** The Global X Data Center & Digital Infrastructure ETF DTCR.O up nearly 23% YTD

DATA CENTER POWER SUPPLY CHAIN

** As of last close, energy infrastructure firm GE Vernova GEV.N and power producers Constellation Energy CEG.O and Vistra VST.N decline between 2.5% and 3.5%