A spy story read as bullish, and the towns that now want the data centers | Market Hang

Robert Schein of Blanke Schein Wealth Management reads the alleged plot against Nvidia's chief executive the other way round: if a state effort was aimed at the head of the biggest AI company, that tells you the demand is real. Christine Short of TMX Wall Street Horizon agrees. On October inflation, Schein says he has not changed his higher-for-longer slide deck in four years and tells clients to own real assets and hard assets. Drew Pettit of Roundhill Investments says the politicians who campaigned against data centers will reverse, because states cannot run deficits and the revenue has to keep arriving. Featuring Kevin Kelly, Founder, CEO and CCO, Kelly Intelligence Robert Schein, Chief Investment Officer, Blanke Schein Wealth Management Drew Pettit, Chief Investment Strategist, Roundhill Investments Christine Short, Head of Corporate Event Research, TMX Wall Street Horizon Market Hang is live weekdays 12:30-1:30pm ET on Yahoo Finance. Timestamps 0:01 An IPO prices, and whether a newcomer has earned it 4:26 You do not have to own it just because it lists 6:07 Key person risk, or key person reward 10:30 What a perpetual future actually gets you 14:18 A hot market to honeypot 16:07 Everyone owns it just to be benchmark weighted 18:40 Whether the board has already failed 22:46 What the premium is actually worth without him 24:48 The argument that the spying confirms the demand 26:11 Who controls the narrative going into earnings 29:02 The print, and a half point nobody had on the card 31:02 A slide deck that has not changed in four years 34:36 Own two different kinds of risk, not one 36:14 What a sustainable way out would look like 38:30 What a data center pays a city 40:02 Why the bark is worse than the bite 42:03 The fastest reversal in political history 43:24 Alaska wants residents to own a slice 47:51 The age group starting the most businesses 49:40 How many hours a week does AI actually save 53:15 The models are not the same as two years ago #Nvidia #Inflation #DataCenters #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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