Cancer Vaccines & Data Center Drama

The market is fixated on interest rates and data centers this week. Rates continue to rise along with the U.S. debt, which may ultimately put pressure on companies across the market. Data centers have had their own drama with public pushback against the AI buildout at a high. We discuss this and more this week.

Travis Hoium, Lou Whiteman, and Jim Gillies discuss:

- Why Interest Rates Matter
- The Bond Market Wins
- Moderna’s Big Week
- Take My Money!
- Data Center PR Problem
- Stocks On Our Radar

Companies discussed: NVIDIA (NVDA), Peloton (PTON), Moderna (MRNA), Union Pacific (UNP), Apple (AAPL).

Host: Travis Hoium
Guests: Lou Whiteman, Jim Gillies
Engineer: Bart Shannon

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