Lisa Martin and Ron Westfall discuss the direction they see for the data center buildout following midterm elections. Lisa Martin says midterms "put the industry on notice" which will result in a slowdown. However, Ron Westfall argues fundamentals are unchanged, making a bullish case for the space. They both agree the continuing challenge will be electric grid pressures, highlighting hyperscalers and networking firms as possible beneficiaries to changes in pace.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network - https://schwabnetwork.com/about
Podden och tillhörande omslagsbild på den här sidan tillhör
Schwab Network. Innehållet i podden är skapat av Schwab Network och inte av,
eller tillsammans med, Poddtoppen.
