Wednesday, September 2, 2026

Data center capex story is still intact, despite pushback, says Morgan Stanley's Salvatore

Data center capex story is still intact, despite pushback, says Morgan Stanley's Salvatore ... How the Treasury's bond intervention impacted markets.

source https://www.cnbc.com/video/2026/09/01/data-center-capex-story-is-still-intact-despite-pushback-says-morgan-stanleys-salvatore.html

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