Betting Against SpaceX & Cooling Data Centers

Episode 231: Today, Ann lays out how some investors are betting against SpaceX – and what Elon Musk has to say about it. Then, we spin through market headlines including earnings from General Motors and Hasbro, Jersey Mike's upcoming IPO, and a new partnership between Disney and Kraft Heinz. Finally, we answer a listener's question and dive into the HVAC industry – one of the unexpected winners of the AI boom – to examine whether legacy cooling companies can continue riding the AI wave as chip technology evolves.

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Stocks mentioned:

$SPCX $KHC $DIS $HAS $GM $TT $CARR $JCI $VRT $FIX $ECL

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