AI Data Center Risks, Fed Rate Hikes & Energy Plays
Notes de l’épisode
November 11, 2026; 1p: CNBC’s The Exchange breaks down the AI trade as CoreWeave rallies, NVIDIA faces scrutiny, and investors debate whether data center spending is overbuilt. Guests also weigh in on Fed rate-hike risk, GE Vernova, natural gas, ExxonMobil, and what retail investors should watch next.
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