Wall Street Questions Data Center Growth Amid Moderna's Success

WHO:

Fox News - Sen. Martin Heinrich, D-N.M., stated, "Rather than voluntary pledges, or suggestions to states, Congress needs to pass real legislation with real teeth."

Fox News - Former Rep. Mike Rogers expressed that there should be a moratorium on data centers until voters' decisions and questions are answered, stating, "These are big decisions."

Fox News - Senate Majority Leader John Thune stated, "There's got to be some way of ensuring that there are rules of the road around that, and you know, disclosure about it and in some sort of reporting."

Fox News - Sen. Jon Husted, R-Ohio, stated, "I don't want the federal government telling you that you must have a data center or that you can't have a data center. That's a local decision."

Fox News - Former Rep. Mike Rogers expressed, "There should be a moratorium until we get all of voters' decisions and questions answered."

The New York Times - Wall Street analysts are expressing skepticism about the data center growth.

Barron's - Moderna is a biotechnology company known for its mRNA technology.

WHAT:

Fox News - A Gallup Poll published in May found that 71% of voters oppose AI data centers in their area, while 52% favor remote locations, indicating a stark NIMBY divide among voters.

Fox News - A Gallup Poll published in May found that 70% of Americans are concerned about the impact of new data centers on their utility bills, specifically regarding spikes in water or electricity costs.

NewsBTC - Cipher Mining is expanding its AI data center push with conditional ERCOT interconnection capacity for up to 300 MW and a 15-year hyperscaler master lease tied to HPC data-center infrastructure.

NewsBTC - Cipher Mining's SEC filing outlines conditional ERCOT interconnection capacity for up to 300 MW alongside a 15-year hyperscaler master lease.

NewsBTC - Cipher Mining disclosed conditional ERCOT interconnection capacity for up to 300 MW and reported a 15-year hyperscaler master lease tied to HPC data-center infrastructure.

Fox News - Sen. Husted attempted to pass a bill that would prevent AI and tech companies from placing the burden of power grid infrastructure upgrades on taxpayers, but it was blocked by Sen. Martin Heinrich, D-N.M.

Fox News - The House passed the bill aimed at addressing electricity costs related to data centers with a vote of 417 to 3.

NewsBTC - Cipher Mining's SEC filing outlines conditional ERCOT interconnection capacity for up to 300 MW alongside a 15-year hyperscaler master lease.

Fox News - A Gallup Poll published in May found that 70% of Americans don’t want new data centers for artificial intelligence (AI) constructed in their towns and cities, with concerns about the impact on utility bills.

NewsBTC - Cipher Mining disclosed conditional ERCOT interconnection capacity for up to 300 MW and reported a 15-year hyperscaler master lease tied to HPC data-center infrastructure.

Fox News - A Gallup Poll published in May found that 70% of Americans don’t want new data centers for artificial intelligence (AI) constructed in their towns and cities.

Fox News - Sen. Jon Husted, R-Ohio, stated, "The data center companies haven't done a very good job of explaining why they should be allowed to develop in communities."

Fox News - Former Rep. Mike Rogers expressed that there should be a moratorium on data centers until voters' decisions and questions are answered, stating, "These are big decisions."

Reuters - California Governor Gavin Newsom signed a comprehensive data center oversight bill package aimed at increasing regulation and scrutiny of data center developments in the state.

Techmeme - Opposition to data centers continues to mount in the US, according to research group Data Center Watch.

Techmeme - 45 US data center projects valued at $68 billion were blocked or delayed by local opposition between April and June, representing over 50% of large developments.

Houston Chronicle - A company is investing $6.5 billion in Houston for the development of a new GLP-1 pill.

The New York Times - Wall Street is questioning the sustainability of the data center boom amid changing market conditions.

Barron's - Moderna's stock has seen a significant increase due to the upcoming trials of its mRNA cancer vaccine.

WHEN:

Fox News - The House passed the bill aimed at addressing electricity costs related to data centers with a vote of 417 to 3 on September 21, 2026.

NewsBTC - The SEC filing by Cipher Mining was made on September 21, 2026.

Barron's - Moderna's mRNA cancer vaccine is set for its next major test on "October 12, 2026."

NewsBTC - The SEC filing by Cipher Mining was made on September 21, 2026.

Barron's - Moderna's mRNA cancer vaccine is set for its next major test on "October 12, 2026."

WHY:

Fox News - Concerns about data centers are influencing voter sentiment ahead of the midterm elections, with Republicans acknowledging that their constituents are unhappy about the construction of new data centers.

Fox News - Rogers wants data centers to operate with closed water systems to avoid adding to voters' electric bills.

NewsBTC - Cipher Mining is trying to monetize its power and site-development capabilities across both crypto and AI/HPC markets.

Techmeme - The skepticism from Wall Street is driven by concerns over the long-term demand for data centers as technology evolves, with analysts noting that over 50% of large developments have faced delays or blocks.

The New York Times - The skepticism from Wall Street is driven by concerns over the long-term demand for data centers as technology evolves.

HOW:

Fox News - Sen. John Thune, R-S.D., stated he prefers less federal power on the issue, advocating for decisions to be made at the local level.

Fox News - Sen. Jon Husted attempted to pass a bill that would prevent AI and tech companies from placing the burden of power grid infrastructure upgrades on taxpayers, but it was blocked by Sen. Martin Heinrich, D-N.M.

Fox News - Sen. Husted attempted to pass a bill to prevent AI and tech companies from placing the burden of power grid infrastructure upgrades on taxpayers, but it was blocked by Sen. Martin Heinrich, D-N.M.

Barron's - Moderna is preparing for its next big test of the mRNA cancer vaccine through clinical trials.

(UPDATED September 22, 2026 22:57 UTC)

In a recent discussion on Fox News, Senator Martin Heinrich emphasized the need for Congress to pass strong legislation regarding data centers, rather than relying on voluntary pledges. Meanwhile, former Representative Mike Rogers called for a moratorium on new data centers until voters' concerns are addressed, highlighting that these decisions carry significant weight. A Gallup Poll from May revealed that 71% of voters oppose AI data centers in their neighborhoods, while 52% prefer remote locations, reflecting a clear divide in public opinion as the House recently passed a bill aimed at managing electricity costs for these facilities with a vote of 417 to 3 on September 21, 2026.

(UPDATED September 22, 2026 19:58 UTC)

Senate Majority Leader John Thune emphasized the need for clear regulations and transparency regarding new data centers, stating, "There's got to be some way of ensuring that there are rules of the road around that, and you know, disclosure about it and in some sort of reporting." A recent Gallup Poll revealed that 70% of Americans are worried about how these data centers could affect their utility bills, particularly with potential spikes in water or electricity costs. As the midterm elections approach, these concerns are shaping voter sentiment, with Republicans recognizing that their constituents are increasingly unhappy about the construction of new data centers.

(UPDATED September 22, 2026 18:59 UTC)

Cipher Mining is making strides in its AI data center expansion by securing conditional ERCOT interconnection capacity for up to 300 megawatts, along with a 15-year hyperscaler master lease linked to its high-performance computing infrastructure. This significant development was detailed in a recent SEC filing made by Cipher Mining on September 21, 2026. In other news, Moderna's mRNA cancer vaccine is scheduled for its next major test on October 12, 2026.

(UPDATED September 22, 2026 16:57 UTC)

In a significant move, the House has passed a bill aimed at addressing electricity costs related to data centers with an overwhelming vote of 417 to 3. Senator Jon Husted of Ohio expressed his opposition to federal mandates on data centers, emphasizing that such decisions should be made locally, while former Representative Mike Rogers called for a moratorium until voters' concerns are addressed. Additionally, Rogers advocated for data centers to utilize closed water systems to help manage electric bills for voters, a sentiment echoed by Senator John Thune, who prefers local control over federal involvement in these matters.

(UPDATED September 22, 2026 15:57 UTC)

Cipher Mining is making strides in its expansion of AI data centers by securing conditional ERCOT interconnection capacity for up to 300 megawatts, along with a 15-year hyperscaler master lease linked to its HPC data-center infrastructure. The company's recent SEC filing, which outlines these developments, was submitted on September 21, 2026. This move aims to capitalize on Cipher Mining's power and site-development capabilities in both the cryptocurrency and AI/HPC markets.

(UPDATED September 22, 2026 13:58 UTC)

Cipher Mining is making strides in its AI data center expansion, securing conditional ERCOT interconnection capacity for up to 300 megawatts along with a 15-year hyperscaler master lease for its HPC data-center infrastructure. Meanwhile, a recent Gallup Poll revealed that a significant 70% of Americans oppose the construction of new AI data centers in their communities due to concerns over rising utility bills. In legislative efforts, Senator Jon Husted's proposal to prevent AI and tech companies from shifting the costs of power grid upgrades onto taxpayers was blocked by Senator Martin Heinrich from New Mexico.

(UPDATED September 22, 2026 10:56 UTC)

Cipher Mining has announced conditional ERCOT interconnection capacity for up to 300 megawatts, along with a 15-year master lease related to HPC data-center infrastructure. Meanwhile, a recent Gallup Poll revealed that 70% of Americans are opposed to the construction of new AI data centers in their communities, with Senator Jon Husted from Ohio noting that data center companies have not effectively communicated their need for development. Husted also attempted to pass a bill to prevent AI and tech companies from shifting the costs of power grid upgrades onto taxpayers, but his efforts were blocked by Senator Martin Heinrich from New Mexico.

(UPDATED September 22, 2026 09:56 UTC)

California Governor Gavin Newsom has signed a comprehensive bill package focused on increasing regulation and oversight of data center developments in the state. This new legislation aims to enhance scrutiny over data centers, addressing growing concerns about their impact. The move reflects a significant step toward more stringent management of technology infrastructure in California.

(UPDATED September 22, 2026 07:57 UTC)

Opposition to data centers is growing in the U.S., as highlighted by research from Data Center Watch. This skepticism is fueled by Wall Street's concerns about the long-term demand for data centers, with analysts reporting that more than half of large developments have encountered delays or obstacles. As technology continues to evolve, the future of these facilities remains uncertain.

(UPDATED September 22, 2026 07:06 UTC)

A significant number of U.S. data center projects are facing hurdles, with 45 initiatives valued at $68 billion blocked or delayed due to local opposition. This situation represents over 50 percent of large developments in the sector during the second quarter of the year. The findings were reported by Techmeme, highlighting the growing challenges in the tech infrastructure landscape.

(UPDATED September 22, 2026 03:57 UTC)

A company has announced a significant investment of $6.5 billion in Houston to develop a new GLP-1 pill. This move is expected to bolster the local economy and advance healthcare options. The project highlights Houston's growing role in pharmaceutical innovation.

(UPDATED September 22, 2026 01:23 UTC)

Wall Street analysts are expressing skepticism about the sustainability of the data center boom, citing concerns over long-term demand as technology evolves. Meanwhile, Moderna, the biotechnology company known for its mRNA technology, has seen a significant increase in its stock due to the upcoming trials of its mRNA cancer vaccine, which is set for its next major test on October 12, 2026. As Moderna prepares for this critical phase through clinical trials, the market is closely watching these developments.