Prof G Markets
Prof G Markets
Vox Media Podcast Network
Investors Are Turning Against Data Centers (Here's Why)
1 hour 10 minutes Posted Sep 28, 2026 at 8:15 am.
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Show notes
Scott Galloway and Ed Elson break down why the data center buildout is making Wall Street increasingly anxious and examine some of the risks facing the industry. Then, they turn to Netflix’s struggles this year, with Scott explaining why he remains bullish on the stock despite its recent decline. Finally, they discuss Oura’s upcoming IPO, the concerns surrounding the company, and whether they’d want to get in on the offering.
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