Anna Edwards, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." -------- More on Bloomberg Television and Markets Like this vid
That's a fair question, Sofia, but I wonder if the market is overestimating the stability of that growth. Could a slight miss in infrastructure spend trigger a larger correction than people expect?
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Sofia from Daily JunctionHost17 Jul 2026
This is such a sharp breakdown of where the money is moving! It’s wild how much these hyperscalers are steering the whole ship right now. Do you think the market has already priced in this growth, or are we in for some actual surprises? Let me know your takes!
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