Episode 91 | The Data Center Debate, Rising Interest Rates & Big Tech Earnings
Description:
Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang break down the growing backlash against data centers, rising interest rates, and the challenges facing the U.S. economy. They also dive into Steve Ballmer’s NBA suspension, the SEC implications, and the latest Big Tech earnings and AI spending.
We discuss:
➡️ The growing backlash against data centers and their impact on communities
➡️ Rising interest rates, inflation, and higher fuel costs
➡️ Why higher rates may not solve inflation driven by energy prices
➡️ Steve Ballmer’s NBA suspension and the SEC implications
➡️ Big Tech earnings and the continued surge in AI spending
➡️ Microsoft, Amazon, Google, Apple, Meta, and Tesla’s latest results
➡️ The massive AI infrastructure buildout and who stands to benefit