VIDEO: AI and Data Center Spending, Rates and More
Plus, why earnings from PepsiCo could be a tell for non-tech earnings expectations.
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Just after Wednesday’s opening bell, Chris Versace joined Nicole Petallides at the Schwab Network to discuss several items brought to your attention in the day’s eight things alert and why we remain bullish on the Portfolio’s AI infrastructure holdings.
They also discussed the same concern raised on Tuesday with Charles Payne on “Making Money” over at Fox Business which is quarterly results and guidance from the “other 50%” of the market-cap weighted S&P 500 that isn’t tech or what is referred to as “tech adjacent.”
Earnings on Thursday morning for PepsiCo (PEP) will be the among the first to show higher energy, food, transportation and other input costs as they reshape expectations for margins and bottom-line performance.
And a quick reminder: Chris will be on “Market Hang” at Yahoo! Finance between 12:30 p.m. and 1:30 p.m. ET on Wednesday.
