By BigGo Finance
Publication Date: 2026-11-07 05:25:00
The U.S. Democratic Party’s sweep of both chambers of Congress in the midterm elections is reshaping Washington’s political landscape and, in turn, the investment strategies of tech giants. Gaming industry analyst Joost van Dreunen notes that as backlash against artificial intelligence (AI) data center expansion grows across the U.S., combined with Xbox’s continued revenue weakness, Microsoft may be forced to reassess the strategic positioning of its gaming business, with the probability of an Xbox sale climbing accordingly.
The assessment comes from an analysis van Dreunen published on Substack. He is a co-founder of market research firm SuperData Research and currently teaches at NYU’s Stern School of Business. Citing a Wall Street Journal report, he noted that more than 40 towns and counties put data center-related measures to voters in this election, with at least 10 passing restrictive measures or full bans.
A separate national survey of more than 79,000 registered voters…
