AI Infrastructure Investment and Market Dynamics

Carl Quintanilla and David Faber – alongside Sara Eisen, live from the World Economic Forum in Davos this hour – broke down the latest as tech stocks led the broader markets higher. Netflix shares popping double digits after a top and bottom line beat, alongside plans to raise prices here in the US – why Guggenheim says there’s more room to run here. 

Plus: Chip stocks alongside Oracle & Softbank in the green after Trump revealed the new “Project Stargate”, a $500B venture to boost AI Infrastructure in the U.S. – the key winners and losers at first glance.  

Additionally: Sara discussed the latest on the consumer front – and regulation - with the CEOs of the Bank of New York and Williams-Sonoma, both live from the World Economic Forum in Davos during the hour.