Squawk on the Street cover image

Markets Extend Rally, Boeing CEO Exclusive, Musk’s DOGE Comments Overshadow Tesla's Miss 04/23/25

Squawk on the Street

00:00

Data Center Dynamics and Investment Strategies

This chapter explores the current data center spending trends among major tech companies, specifically examining Oracle's position against rivals like Amazon. The discussion encompasses mixed market signals, AI integration in enterprise systems, and the evolving role of robots in the labor market. Additionally, the chapter analyzes company performances, including AT&T's subscriber growth and broader market behaviors amid recent financial developments.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app