CITRINI OVERHAULS THEMATIC MODEL BOOK, CALLS PEAK IN AI INFRASTRUCTURE CAPEX *CITRINI SAYS AI INFRASTRUCTURE ASYMMETRIC RISK HAS SHIFTED TO DOWNSIDE *CITRINI EXPECTS HIGHER COSTS FOR US DATACENTERS AFTER DEMOCRATIC MIDTERM WINS *CITRINI WARNS MACRO REGIME SHIFTING TOWARD LATE-CYCLE STAGFLATION TILTS 04-NOV-2026 03:33 PM ET