COLAPSO EN BOLSA: estas fechas lo deciden todo
La caída del Nasdaq y Nvidia pone el foco en los centros de datos de la IA. Analizamos hasta dónde pueden frenarlos los demócratas, qué proyectos quedan expuestos en Texas y cómo unas condiciones más caras pueden afectar a CoreWeave y a los pedidos de chips. Estas son las fechas de noviembre a enero que ayudarán a distinguir una pausa temporal de un parón prolongado.00:00 El desplome y el riesgo para la IA
02:17 Qué poder han ganado los demócratas
03:40 Los estados controlan los permisos
04:11 Nueva York: qué frena su moratoria
06:06 Texas: la pausa de Abbott
07:05 Hinojosa quiere esperar a nuevas leyes
09:21 Qué centros pueden seguir adelante
10:49 La siguiente oleada: el riesgo para 2028
12:08 Construir con nuevas condiciones cuesta más
14:05 CoreWeave: deuda, contratos y chips
15:05 El riesgo que Nvidia ya reconoce
15:53 Noviembre: leyes y resultados clave
17:39 Diciembre y enero: las decisiones de Texas
18:54 Tres escenarios para la inversión en IA
Disclaimer: El presente vídeo no representa una recomendación de Compra o Venta. Cada inversor debe realizar su análisis antes de invertir.
Fuentes y referencias:
• Firstpost — Caída del Nasdaq y Nvidia: https://www.youtube.com/watch?v=QOXf-vMMJ0k
• FRED / Nasdaq — Variación diaria del Nasdaq: https://fred.stlouisfed.org/graph/fredgraph.png?id=NASDAQCOM&cosd=2025-04-01&coed=2026-11-05&transformation=pch&width=1400&height=700
• MarketBeat — Cotización de Nvidia: https://www.marketbeat.com/stocks/NASDAQ/NVDA/chart/
• AP / News4Jax — Elecciones y centros de datos: https://www.news4jax.com/news/politics/2026/11/06/data-centers-took-a-beating-in-the-midterm-elections-a-reckoning-may-be-ahead-for-tech-giants/
• Capitolio de EE. UU. — Leyes y veto presidencial: https://www.visitthecapitol.gov/education-resource/making-laws
• Kathy Hochul — Anuncio de la moratoria: https://www.youtube.com/watch?v=TkzXkYrOASg
• Gobierno de Nueva York — Moratoria y condiciones: https://www.governor.ny.gov/sites/default/files/2026-07/07.14.26.rel_.data_spanish.pdf
• Gobierno de Texas — Pausa de permisos: https://gov.texas.gov/uploads/files/press/TCEQ_Data_Center.pdf
• POLITICO — Entrevista a Gina Hinojosa: https://www.youtube.com/watch?v=t4nFQ5rrF9U
• The Texas Tribune / KSAT — Planes de Hinojosa: https://www.ksat.com/news/texas/2026/11/04/gina-hinojosa-won-the-governors-race-what-happens-to-texas-data-centers-now/
• Microsoft — Centro de datos en Arizona: https://blogs.microsoft.com/blog/2026/06/22/powering-the-next-wave-of-ai-expanding-capacity-with-our-new-datacenter-in-pecos/
• Oracle — Construcción en Abilene: https://www.youtube.com/watch?v=WkkgqXrg-Xg
• Crusoe — Informe de impacto 2025: https://media.ffycdn.net/us/crusoe/PL5TuZz5apXB9pVsd3H1.pdf
• TDLR — Proyecto Hyper, Spur 1: https://www.tdlr.texas.gov/TABS/Search/Project/TABS2027002494
• J.P. Morgan — Centros previstos para 2027 y 2028: https://assets.jpmprivatebank.com/content/dam/jpm-pb-aem/global/en/documents/eotm/now-you-can-see-everything.pdf
• CoreWeave — Inversión del segundo trimestre: https://s205.q4cdn.com/133937190/files/doc_financials/2026/q2/CoreWeave-Q2-26-Earnings-Presentation.pdf
• Axios — Entrevista a Mike Intrator: https://www.youtube.com/watch?v=GqYPziDK-gc
• Nvidia — Riesgos de financiación, informe 10-Q: https://s201.q4cdn.com/141608511/files/doc_financials/2027/NVDA-2027-Q2-10Q-Final-including-exhibits.pdf
• Texas Legislative Council — Calendario legislativo: https://www.tlc.texas.gov/docs/legref/Dates-of-Interest.pdf
• CoreWeave — Convocatoria de resultados: https://investors.coreweave.com/news/news-details/2026/CoreWeave-Announces-Date-of-Third-Quarter-2026-Financial-Results-and-Conference-Call/default.aspx
• CoreWeave — Previsiones de inversión e intereses: https://s205.q4cdn.com/133937190/files/doc_financials/2026/q2/CoreWeave-Q2-26-Earnings-Outlook-Presentation.pdf
• Nvidia — Convocatoria de resultados: https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-Sets-Conference-Call-for-Third-Quarter-Financial-Results/default.aspx
• CBS News Texas — Abbott y la auditoría de ERCOT: https://www.youtube.com/watch?v=4o_i51ZgKUo
• FOX 26 Houston — Toma de posesión de Hinojosa: https://www.fox26houston.com/news/here-is-constitutional-timeline-when-gina-hinojosa-assumes-office-texas-governor Receive SMS online on sms24.me
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