Here are the 2 big things we're watching in the stock market in the week ahead

Impact · against what's priced in

The article introduces a new regulatory headwind via gubernatorial wins in Texas and Ohio that threatens data center CapEx, creating a negative catalyst for AI-dependent stocks. While the market was already skeptical of long-term AI revenue scaling for Broadcom and Corning, these specific state-level restrictions provide a concrete reason for the price to challenge the existing AI buildout assumptions.

GLW−0.30

Challenges what's priced in

The price assumes