Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why the Bull Market Is a Data Center Arms Race
The S&P 500 is up 0.7 percent in five days, but the real action is in the data-center economy. On this episode, Lucas and Luna break down why cloud and cybersecurity stocks are outpacing the broader market, with CrowdStrike jumping 13.6 percent in a week and Cloudflare climbing 7.6 percent. They explore how companies like these are riding a structural shift in IT spending, where even a slowing GDP of 1.5 percent doesn't dent the investment boom. The hosts also unpack the Fed's upcoming decision, where rate hike odds are rising under new Chair Kevin Warsh, and what that could mean…
The skinny
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