For years, the American consumer has been the reliable engine of the US economy. Right now, though, some of the most important spending is happening somewhere else entirely.
In this week's episode of Market Open, Reda and Russ chew through the vast sums flowing into data centers and compute, why Wall Street is finding new ways to finance it, and how long today's extraordinary demand can continue.
Plus, why Europe is starting to look like an interesting diversification play if the tech trade turns.
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