May 2, 2026: Data Centers, Down Payments, and the Death of 60/40

About this episode

The episode discusses recent market developments, including Big Tech earnings and the implications of the Fed's decisions, while exploring the impact of artificial intelligence on energy and infrastructure.

This week on “Henssler Money Talks,” the hosts begin with the latest market developments, breaking down a fresh round of Big Tech earnings and the Fed’s decision to hold rates steady as investors look for clues on what comes next. From there, the conversation turns to artificial intelligence—one of the largest investment themes in today’s market—as the team explores the growing demands on energy and infrastructure, the environmental impact of data centers, and whether the pace of the AI build...

People in this episode

Host: Henssler Money Talks

Topics covered

• market developments
• Big Tech earnings
• Federal Reserve
• artificial intelligence
• energy demands
• infrastructure
• environmental impact

Keywords

• market developments
• Big Tech
• Federal Reserve
• artificial intelligence
• data centers
• investment themes
• energy infrastructure

Mentioned in this episode

Organizations: Henssler Financial, Big Tech, Fed

Products: artificial intelligence

Places: data centers

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