CapEx Bottlenecks Delay Data Center Builds

Ed Elson speaks with Ray Dalio about where the world stands amid the Iran war, rising inflation, and climbing U.S. debt — and what investors should do about it. Then, he is joined by Gil Luria to discuss his takeaways from Amazon, Google, Microsoft and Meta earnings. Finally, Ed gives his take on why OpenAI is systemic to the stock market. 

Ray Dalio is the founder of Bridgewater Associates. Gil Luria is the head of technology research at D.A. Davidson. 

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