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A new JP Morgan report reveals that 60% of planned data center capacity for 2027 hasn't broken ground yet. The backlog is real, the demand is real, and the companies doing the actual building are starting to show it in their earnings. MarketBeat analyst Chris Markoch joins Bridget to break down three stocks right at the heart of this infrastructure buildout and why the stock market picks and shovels play may be where the real opportunity is right now.
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CHAPTERS:
00:00 Introduction
01:45 What the JP Morgan Report Actually Shows
05:30 Stock 1. The Electrical Infrastructure Play
12:10 Stock 2. The Company Getting Power to the Data Centers
17:20 Stock 3. The Cooling Stock Already on the Watch List
21:30 When Does This Growth Story End
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