Closing Bell Overtime: Wes Edens On Brightline Opening Its Miami-Orlando Final Leg; Super Micro CEO On The AI Gold Rush 9/22/23
Another down day to finish a down week for the major averages. Wells Fargo’s Darrell Cronk and Newton Investment Management’s John Porter break down the market action. Our Phil LeBeau is live from the UAW picket line and brings you the latest on the strikes. RBC’s Helima Croft on the surge in oil prices and if a return to $100 oil is near. Jon sat down with Super Micro CEO Charlies Liang, one of the shovel builders in the AI gold rush, to talk how much longer the rush can go on. Morgan interviewed Wes Edens on the day his Brightline project opened up its Orlando-Miami leg. Plus, Lockheed CFO on the impact a government shutdown would have and Oppenheimer’s Brian Nagel on Nike’s bad week.
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Show Notes
Another down day to finish a down week for the major averages. Wells Fargo’s Darrell Cronk and Newton Investment Management’s John Porter break down the market action. Our Phil LeBeau is live from the UAW picket line and brings you the latest on the strikes. RBC’s Helima Croft on the surge in oil prices and if a return to $100 oil is near. Jon sat down with Super Micro CEO Charlies Liang, one of the shovel builders in the AI gold rush, to talk how much longer the rush can go on. Morgan interviewed Wes Edens on the day his Brightline project opened up its Orlando-Miami leg. Plus, Lockheed CFO on the impact a government shutdown would have and Oppenheimer’s Brian Nagel on Nike’s bad week.
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