Futurum's strategist: The buildout did not change, the range of outcomes did | Market Hang

Wall Street gave back the entire midterm rally in a day, and a panel of four spent the hour arguing about what actually broke. Shay Boloor, Chief Market Strategist at Futurum, tells Turney Duff that nothing about the AI buildout has changed and that the only thing that moved is the range of outcomes. Kevin Mahn of Hennion & Walsh counts the data centers already running. Anna Rathbun, Founder and CEO of Grenadilla Advisory, explains why the damage is not evenly spread. Willy Lee of Neostellar on what the Anthropic IPO decides, and on whether the moat is the model or the tooling around it. Market Hang is live weekdays 12:30-1:30pm ET on Yahoo Finance. Featuring Shay Boloor, Chief Market Strategist at Futurum Kevin Mahn, Chief Investment Officer at Hennion & Walsh Anna Rathbun, Founder and CEO of Grenadilla Advisory Willy Lee, Principal at Neostellar Turney Duff, host and author of "The Buy Side" Timestamps 0:00 The midterm rally gave itself back 1:25 Kevin Mahn: Early innings, maybe batting practice 3:03 Anna Rathbun: Under the hood, the damage is not even 4:19 There are already 3,100 data centers running 5:34 Everybody wrote a reason, and nobody knows anything 6:50 If you pause the build, who fills the jobs 8:25 Ohio wants the hyperscalers to subsidize the power 9:26 Can it get built where nobody wants it 11:34 What the filing says about short-term compute 13:08 Where does the money come from if not the debt market 14:50 Mega cap tech has not been deterred 16:30 Slowing down might be the thing that prevents a bubble 17:36 Anna Rathbun: The neo clouds are the levered ones 18:53 What actually changes in 2027 20:15 The contracts getting longer, and the margin that comes with them 21:23 Nvidia will not let the neo clouds fail 23:03 Jensen Huang reports on 17 November 24:48 Anna Rathbun: Equities are a long duration instrument 25:59 More of the same, and why the stock may not care 27:12 What a frontier model is actually worth 28:16 Three things that decide the rest of the year 29:34 Willy Lee: The only thing that matters now is the IPO 31:18 The two questions every investment committee is asking 34:25 What happens to a stock that breaks its issue price 36:03 Coke, Pepsi, and whether the analogy holds 37:33 The lag between the smartest model and the revenue 39:37 Was the AI fear a strategy 41:34 What decelerating growth does to a valuation 42:50 The Fountainhead, and a sparkling water machine 45:43 Kevin Mahn asks it straight 46:53 The talent war, and what a coder costs now 48:07 Willy Lee: The moat is the harness, not the intelligence 50:08 Anna Rathbun: I will build my own agent 51:44 What if not going all in is the disadvantage 53:34 Running a business on agents 54:52 How people learned to trust the cloud #AISelloff #DataCenters #AnthropicIPO #MarketHang #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

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