Growth Stories With IBD

Opposition to data centers is becoming a major midterm issue. But will the political friction actually stop Big Tech's rapid AI infrastructure buildout? Cleanview founder Michael Thomas breaks down the growing political revolt against data centers and how tech giants are pivoting to keep up with power demand.

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Is the federal government's clash with Anthropic a warning sign for the entire artificial intelligence ecosystem? Tech strategist and Georgetown adjunct law professor Emily Benson breaks down the regulatory fallout for AI developers and investors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Following SpaceX's record-breaking IPO, Wall Street's attention has shifted to the next big play — a rumored Tesla-SpaceX megamerger. With both companies increasingly sharing engineers and resources, a deal might be a question of when, not if. Eva Ados, chief investment strategist at ERShares, breaks down the merger rumors and what they mean for your portfolio.

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South Korea’s KOSPI index has surged 80% this year, easily outperforming the Nasdaq thanks to an AI memory chip boom and key market reforms. But a recent sell-off has raised questions about whether the historic rally is losing steam or just experiencing a temporary pullback. Peter Kim of KB Financial Group gives an inside look at the themes driving Korean stock performance and the opportunities—and risks—ahead.

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SpaceX is eyeing the largest IPO in history. With a $1.75 trillion valuation, investors finally have a shot at owning a piece of Elon Musk's unified space and AI empire. But does the math actually add up, or is the market getting overhyped about another Musk moonshot? On this episode of Growth Stories, we talk to two SpaceX investors to analyze the business segments driving the growth behind this expected record-breaking debut.

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AI data centers require 24/7 power, a demand only nuclear energy can meet. But the industry faces a major hurdle: fuel supply. LIS Technologies CEO Jay Yu breaks down the shift toward domestic uranium enrichment and the roadmap to securing America’s energy future.

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For decades, the rare earth industry has been monopolized by China. But that story is changing from a tale of dependence to a race for diversification. Reed Blakemore, director of research at the Atlantic Council’s Global Energy Center, discusses the geopolitics, supply chain bottlenecks, and emerging green shoots of a new minerals economy.

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Data centers are increasingly at the center of local political battles as rising energy costs and environmental concerns fuel community frustration. IBD reports on how rising opposition threatens to squeeze the margins of Big Tech's biggest players.

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Data centers are increasingly at the center of local political battles as rising energy costs and environmental concerns fuel community frustration. IBD reports on how rising opposition threatens to squeeze the margins of Big Tech's biggest players.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.