Over the weekend, drone strikes reportedly targeted data centers in the Gulf. Yeah, the places running AI models, cloud services, and financial transactions.
This is different from energy or pipelines markets barely moved yet. But as a trader, it’s something I’m watching.
If insurance costs rise or operations get interrupted, cloud and AI infrastructure stocks could feel it before the headlines hit the mainstream.
It’s early, but this could become a new type of geopolitical risk traders price in.
Do you think digital infrastructure risk will start moving markets like oil used to?
NFA.