We have more data center exposure than some would think is safe, but I don't see any end yet to the buildout. I think there's much more to come. [snorts] Eaton and GEV are worth talking about here.That's why because of the buildout, I like Eaton so much. G Vernova takes natural gas and turns it into electricity and either passes it on to eaten for transmission into the data center or sends it right to the data center itself. They are partners and competitors.Uh, I like an acquisition that Eaton made, Boyd T ...

Joining us now, Adam Fstreerup. He's head of multi-asset for for the Americas at Schroers, which is more than a trillion dollars in assets under management. So, uh, all right.Uh, we had this setup here. People have been celebrating a very good earnings season. Um, you know, I was say we had a little bit of a scare that the Fed was going to have to start to push back.Now, that's getting priced out. What is a multi-asset investor supposed to be doing. What are we rethinking right now in this context.You know, ...

With a CNBC Your Money Minute, I'm Jessica Ettinger. An offshoot of the booming stock market and growing wealth in the United States is a new desperate need for private chefs. Well, the wealthy are certainly hiring.>> Today's wealthy, they demand quote five-star caliber chefs often with Michelin training to replicate the high-end restaurant experience at home with complete discretion, according to a new report from Morgan and Mallett. >> That's CNBC wealth reporter Robert Frank. >> The increase in millionai ...