Market Sentiment and the Data Center Bubble: Implications for Tech Stocks

President Trump announcing a “permanent” 25% tariff on cars made outside the United States: Sara Eisen, David Faber, and Carl Quintanilla broke down the latest alongside fresh housing data top of the hour. Why Wolfe Research’s Head of Policy calls the move hawkish for equities at large - and a deep dive with S&P Global’s Chief Economist for Canada & the U.S. as they cut their growth estimates for the U.S. on policy concerns… Taking the other side? Goldman’s Jonny Fine – joining the team at Post 9 with his read on a what he calls a “resilient” and healthy credit market. 

Also in focus: AI demand – Related Companies CEO Jeff Blau on the broadcast to talk his company’s move into AI investing (as they try to raise up to $8B for data center developments) and the details behind CoreWeave’s upcoming IPO, as concerns grow around pricing.

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