...as if it didn’t have enough already!(00:14) Asit Sharma and Mary Long discuss:- The new venture to build out American AI infrastructure.- How 20 data centers get a $500 billion price tag.- GE Aerospace’s razor-and-blades business model.Then, (19:15), Seth Jayson joins to walk through why the rooftop solar industry doesn’t look so sunny.Companies mentioned: MSFT, ORCL, NVDA, GE, ENPH, SEDGTo become a premium Motley Fool member, go to www.fool.com/signupHost: Mary LongGuests: Asit Sharma, Seth JaysonEngineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

...as if it didn’t have enough already! (00:14) Asit Sharma and Mary Long discuss:- The new venture to build out American AI infrastructure.- How 20 data centers get a $500 billion price tag.- GE Aerospace’s razor-and-blades business model. Then, (19:15), Seth Jayson joins to walk through why the rooftop solar industry doesn’t look so sunny. Companies mentioned: MSFT, ORCL, NVDA, GE, ENPH, SEDG To become a premium Motley Fool member, go to <a href="www.fool.com/signup">www.fool.com/signup</a> Host: Mary LongGuests: Asit Sharma, Seth JaysonEngineer: Rick Engdahl Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

...as if it didn’t have enough already!

Asit Sharma and Mary Long discuss:- The new venture to build out American AI infrastructure.- How 20 data centers get a $500 billion price tag.- GE Aerospace’s razor-and-blades business model.Then,

S&P 500: New Highs, Same Valuation Questions

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