A spy story read as bullish, and the towns that now want the data centers

Summary

Robert Schein of Blanke Schein Wealth Management reads the alleged plot against Nvidia's chief executive the other way round: if a state effort was aimed at the head of the biggest AI company, that tells you the demand is real. Christine Short of TMX Wall Street Horizon agrees. On October inflation, Schein says he has not changed his higher-for-longer slide deck in four years and tells clients to own real assets and hard assets. Drew Pettit of Roundhill Investments says the politicians who campaigned against data centers will reverse, because states cannot run deficits and the revenue has to…

Description from Yahoo News.