Workflow
AI data center buildout
icon
Search documents
'The Fed can continue to lower interest rates' next year, Bessent advisor says
Youtube· 2025-12-23 21:59
Joe, always good to see you. Thanks so much for joining me. >> Thank you.Very good to be with you, Jennifer. Happy holidays. >> Happy holidays to you.And what a way to kick off the holidays with such a stellar third quarter GDP number up 4.3% a full percentage point above expectations and driven by consumer spending up three and a half% though a large chunk of that from healthcare spending. Though we also saw trade really add to this number as well. Joe, can we see this level of growth sustained into next y ...
Growing political pressure on the cost of AI data center buildout
CNBC Television· 2025-12-16 17:37
Data centers now under some growing pressure, not just in the markets, but also on Capitol Hill. Three Democratic senators, Elizabeth Warren, Chris Van Galand, and Richard Blumenthal are investigating big tech's role in rising power costs. Our dear DBosa is digging into that in today's tech check.Hey D. >> Hey, morning Carl. So, this opens up a new front of risk for the AI trade.Wall Street, yes, it's already started pricing in the financial side of the AI buildout, but what is not yet priced in is a politi ...