Data center capex story is still intact, despite pushback, says Morgan Stanley's Salvatore

Ariana Salvatore, Morgan Stanley equity analyst, joins 'Closing Bell Overtime' to talk the growing resistance to data center construction and how that impacts the buildout.

Berkshire CEO Greg Abel: Alphabet a 'significant player' in AI after growing stake in Q2
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Berkshire CEO Greg Abel: Alphabet a 'significant player' in AI after growing stake in Q2

Morning Joe 9/2/26 | 🅼🆂🅽🅱️🅲 Breaking News Today  September 2, 2026
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Morning Joe 9/2/26 | 🅼🆂🅽🅱️🅲 Breaking News Today September 2, 2026

FULL REMARKS: Nvidia CEO Jensen Huang Outlines AI Future As Global Economic Game Changer | AI14
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FULL REMARKS: Nvidia CEO Jensen Huang Outlines AI Future As Global Economic Game Changer | AI14

Tom Lee: September is set up to be a strong month for stocks
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Tom Lee: September is set up to be a strong month for stocks

LIVE: Energy Sec. Wright and Venezuela's President Rodriquez hold a joint news conference — 9/2/26
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LIVE: Energy Sec. Wright and Venezuela's President Rodriquez hold a joint news conference — 9/2/26

US-Iran Clashes Hit Stocks as Oil Rises | Bloomberg Brief 09/02/2026
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US-Iran Clashes Hit Stocks as Oil Rises | Bloomberg Brief 09/02/2026

The September setup: The Investment Committee's strategy
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The September setup: The Investment Committee's strategy

Elon Musk UNLEASHES his AI VISION at the G20: the FUTURE is CLOSER than YOU THINK
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Elon Musk UNLEASHES his AI VISION at the G20: the FUTURE is CLOSER than YOU THINK

This Hasn't Happened in 25 Years (Your Investments ARE NOT Ready For What's Coming)
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This Hasn't Happened in 25 Years (Your Investments ARE NOT Ready For What's Coming)

Top 5 WORST Butter Brands To Avoid
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Top 5 WORST Butter Brands To Avoid

Netflix Documentary Reveals Raygun’s Olympic Disaster Was Far Worse Than We Thought | Gunn Analysis
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Netflix Documentary Reveals Raygun’s Olympic Disaster Was Far Worse Than We Thought | Gunn Analysis

10-Year Yield Pressures Stocks, DELL & PANW Earnings Show AI Acceleration
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10-Year Yield Pressures Stocks, DELL & PANW Earnings Show AI Acceleration

Bessent drops BOMBSHELL: ‘I WILL SAY IT ON WORLDWIDE TV’
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Bessent drops BOMBSHELL: ‘I WILL SAY IT ON WORLDWIDE TV’

Bond Market Meltdown: Investors See No End To The Iran War
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Bond Market Meltdown: Investors See No End To The Iran War

Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO | Bloomberg Tech 9/01/2026
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Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO | Bloomberg Tech 9/01/2026

LEAKED AUDIO: Republican PANICS OVER MIDTERM DISASTER
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LEAKED AUDIO: Republican PANICS OVER MIDTERM DISASTER

How it ENDS?! Carville says Trump will quit early after blue blowout
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How it ENDS?! Carville says Trump will quit early after blue blowout

The Hidden Story Under This Earnings Season: Single-Stock Dispersion
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The Hidden Story Under This Earnings Season: Single-Stock Dispersion

Tsvetta Kaleynska on DELL Becoming More Like NVDA & INTC, AI Raising CRWD Bar
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Tsvetta Kaleynska on DELL Becoming More Like NVDA & INTC, AI Raising CRWD Bar

Russia Is Struggling to Defend Its Own Capital || Peter Zeihan
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Russia Is Struggling to Defend Its Own Capital || Peter Zeihan