HomeIndustriesA.I.A.I. Data Centers 'Global Infrastructure Wave' Reinforce Tech Trade

A.I. Data Centers 'Global Infrastructure Wave' Reinforce Tech Trade

Lisa Martin sees data centers powering a "global infrastructure wave" for the coming years. While she notes short-term headwinds, Lisa sees the A.I. trade "maturing" that will level trade volatility and create a strong foundation for tech growth. Mark Gibbens believes the largest bottleneck to the buildout will be power but sees an A.I. "super cycle" forming once logistics are figured out. He still likes Nvidia (NVDA) and hyperscalers like Microsoft (MSFT), Alphabet (GOOGL), and Meta Platforms (META) as strong stock opportunities.

The Watch List

15 Nov 2025

SHARE

ON AIR
4:00 pm
Fast Market
replay
12:00 am
Market Overtime
REPLAY
12:30 am
Market On Close
REPLAY
education
2:00 am
Your First Trade
REPLAY
education
2:30 am
Your First Trade
REPLAY
3:00 am
Fast Market
REPLAY
4:00 am
Next Gen Investing
REPLAY
5:00 am
Market Overtime
REPLAY
5:30 am
The Wrap
REPLAY
7:00 am
Morning Movers
8:00 am
Opening Bell With Nicole Petallides
9:00 am
Morning Trade Live
10:00 am
Trading 360
11:00 am
Fast Market
12:00 pm
Next Gen Investing
1:00 pm
The Watch List
2:00 pm
Market On Close
3:30 pm
Market Overtime
REPLAY
ON AIR
4:00 pm
Fast Market
REPLAY
5:00 pm
Next Gen Investing
REPLAY
6:00 pm
The Wrap
REPLAY
7:30 pm
Liz Ann Live
REPLAY
8:00 pm
Market Overtime
REPLAY
8:30 pm
Market On Close
REPLAY
10:00 pm
Liz Ann Live
REPLAY
10:30 pm
The Wrap
REPLAY

Schwab Network's Newsletters

Daily insights for every investor