Investment analysts Jason Hall and Matt Frankel explore the latest trends in AI stocks, particularly in the data center sector with CoreWeave. They analyze the winners and losers in the energy and solar landscape, influenced by new legislation. Joining them, Dave Schaeffer, CEO of Cogent Communications, shares insights on working with giants like Netflix. The conversation dives into streaming wars, intellectual property rankings among major studios, and how market demands shape investment strategies in tech and renewable energy.
