
⚖️ WASHINGTON GETS GRIDLOCK. WALL STREET GETS A NEGOTIATING TABLE.
📈 Democrats have won both chambers of Congress. Wednesday, the Dow surged 3%. The market is considering whether divided government could reduce sweeping legislative changes and improve economic predictability.
🏗️ But data centers face a new test. Political opposition to development is growing, especially around electricity costs, water and permitting.
💰 On October 28, EdgeCore closed a $521 million securitization backed by its stabilized, fully leased 36 MW Silicon Valley data center.
The lesson? Power, tenancy and cash flow beat speculative megawatts.
Institutional capital can still get…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.