Short Sellers Are Betting Against the Data Center Buildout

Podcast: Risk and Return with Charlie Gasparino and Bob Sloan · S3 Partners

Opublikowano: 2026-10-01

Bob Sloan and Charlie Gasparino of Fox Business and the New York Post cover the headlines and data moving markets. This week: the AI data center buildout becomes a midterm wedge issue, and S3 data shows short sellers moving in behind it. Bob walks through which buildout sectors made money this year and which ones shorts are now pressing, why hedge funds short life insurers and BDCs when they want to bet against private credit, and what rising short interest in Nike and McDonald's says about the consumer. Plus...