Yardeni Research stated that Thursday's sharp sell-off in U.S. stocks was an overreaction, despite growing political headwinds facing artificial intelligence infrastructure. The comments came after the S&P 500 fell 4.4% and the Nasdaq Composite dropped 5.5%, entering correction territory. According to Goldman Sachs data, 45% of planned U.S. data center capacity faces potential state-level restrictions. Yardeni believes these hurdles are merely "speed bumps" that are expected to prevent the AI boom from overheating.