Microsoft Forecasts Show Data Center Crunch Persisting Into 2026

<p>Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.<br /><br />Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu<br /><br />-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses why Microsoft's data-center crunch will continue for longer than the company has previously outlined, with many US data center regions experiencing shortages of physical space or servers.<br /><br />-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the latest on Stellantis. According to Bloomberg Intelligence: Of the Big Three automakers, Stellantis appears the most exposed to President Donald Trump's proposed 25% tariffs on medium- and heavy-duty trucks, given its reliance on Mexican-built Ram models, while Ford and GM's US-based production largely shields them. That could prompt reshoring, as Rams generate significantly higher margins than mass-market vehicles.<br /><br />-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses why Dick's Sporting Goods and Ulta Beauty look poised for above-average 2H sales growth among US consumer hardlines retailers, as resilient demand extends 1H momentum despite cautious outlooks.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>