Data Centers, Small Caps, and Regional Banks: Where Power Costs and Policy Collide

Impossibile aggiungere al carrello

Puoi avere soltanto 50 titoli nel carrello per il checkout.

Riprova più tardi

Rimozione dalla Lista desideri non riuscita.

Riprova più tardi

Non è stato possibile aggiungere il titolo alla Libreria

Per favore riprova

Non è stato possibile seguire il Podcast

Per favore riprova

Esecuzione del comando Non seguire più non riuscita

Data Centers, Small Caps, and Regional Banks: Where Power Costs and Policy Collide

Ascolta gratuitamente

Vedi i dettagli del titolo

3 mesi a soli 0,99 €/mese

Dopo 3 mesi, 9,99 €/mese. Si applicano termini e condizioni.

A proposito di questo titolo

On this episode of Wayve Wire, host Todd M. Schoenberger is joined by Joe Besecker, CEO of Wayve Capital, and Rhys Williams, CIO of Wayve Capital, for a wide-ranging discussion at the intersection of markets, policy, and infrastructure. The conversation opens with the growing impact of data center utility costs in the PJM region — including Pennsylvania, New Jersey, and Maryland — and why rising power prices could force broader policy changes nationwide. Joe and Rhys explore infrastructure investment gaps, the importance of location and latency, and how collaboration between government and private industry may shape the future of data centers. The episode then turns to small-cap stocks, with insights into the Russell 2000’s recent strength, why underperformance may be reversing, and where opportunities are emerging across financials, life sciences, and technology. The discussion also dives into regional banks, highlighting growth potential in the Southeast, the impact of deregulation and M&A, and how AI adoption could help smaller banks compete more effectively with industry giants. The episode wraps with views on bank earnings, silver’s valuation versus gold, upcoming tariff rulings, and a lighter look at sports and the season ahead. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠... 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📱 Follow us for real-time updates: LinkedIn: ⁠ / crosscheck-media-llc ⁠ Instagram: ⁠ / crosscheckmedia ⁠ Facebook: ⁠ / crosscheckmedia ⁠ 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent. #WayveWire #Markets #DataCenters #Infrastructure #EnergyCosts #SmallCaps #Russell2000 #RegionalBanks #Financials #BankStocks #AIinFinance #Investing #EquityMarkets #MarketOutlook #PolicyAndMarkets #ToddSchoenberger #CrossCheckMedia #BizTalkTodayTV #BTT Learn more about your ad choices. Visit megaphone.fm/adchoices

Ancora nessuna recensione