Data centers are still the headline, but the real pinch points are power and real estate. Emily Flippen is joined by Motley Fool analysts Anders Bylund and Dan Caplinger to map the data center buildout, the risks of “overbuild,” and where investors can look for exposure without paying bubble prices.

Companies discussed: MSFT, AMZN, NEE, GOOGL, HPE, AAON, STRL, DLR, FIX, EME, AMT, EQIX, IRM, STN, SBGSY

Host: Emily Flippen, Dan Caplinger, Anders Bylund

Producer: Anand Chokkavelu

Engineer: Dan Boyd

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January 2: Friday's top stories in 10 minutes

World Report

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