Global Chip Stocks Sinking, Dow Transports Record, and Data Center Spending 7/17/24

Global chip stocks are sinking on reports the U.S. is considering tougher trade restrictions on China. Callan Family Office's RaeAnn Mitrione and G Squared Private Wealth's Victoria Greene discuss. Plus, the Dow Transports is coming off its best daily performance since mid-November. XPO CEO Mario Harik lays out what his business is seeing. And, a new report from Gartner forecasts a 24% increase in spending on data centers this year. MongoDB CEO Dev Ittycheria digs into the outlook.