AMD's data center revenue grew 97% and nobody led with it | The 8:30

Both chambers of Congress flipped overnight, and Jake Conley's focus is narrower than the result: AdImpact counted $173 million of election advertising about data centers this cycle, almost all of it negative. Sylvia Jablonski of Defiance ETFs argues the build-out does not stop, it moves, and that a slower pace might suit the hyperscalers anyway. Pras Subramanian reads the Tesla stock (TSLA) and SpaceX stock (SPCX) moves as the market pricing politics rather than the businesses. Also: AMD's data center revenue up 97%, CVS unwinding its Aetna deal, and Uber spending $15 billion to replace its drivers. Featuring Jake Conley, Breaking Business News Reporter, Yahoo Finance Pras Subramanian, Senior Autos Reporter, Yahoo Finance Sylvia Jablonski, Chief Executive Officer and Chief Investment Officer, Defiance ETFs Timestamps 0:00 A historic sweep, and futures flip to green 4:21 Data centers on the ballot 8:02 Do you slow the build-out or move it 11:47 Tesla and SpaceX fall while the rest of tech holds 16:40 What a new Congress can actually do 20:47 AMD beats, and the data center number is the story 22:40 Why Intel got a different reaction 24:38 Break 29:45 CVS splits itself in two 33:07 McDonald's goes back to value 36:05 Uber's soft guide and the driver shortage 39:48 Seven hundred driverless cars by year end 41:16 Meta raises $15 billion in bonds 45:35 Show me the return, not the path to it 51:25 Qualcomm, and the running water of the AI trade #Midterms2026 #DataCenters #AMD #The830 #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571