# Betting Against SpaceX & Cooling Data Centers

Page: https://stenobird.com/podcast/brew-markets-7451311/betting-against-spacex-cooling-data-centers
Text version: https://stenobird.com/podcast/brew-markets-7451311/betting-against-spacex-cooling-data-centers.md
Podcast: [Brew Markets](https://stenobird.com/podcast/brew-markets-7451311)
Published: 2026-07-21T20:56:00+00:00
Episode link: https://tracking.swap.fm/track/bHsDpvy53mYwJpnc1UL5/traffic.megaphone.fm/MOBI6100858395.mp3
Audio file: https://tracking.swap.fm/track/bHsDpvy53mYwJpnc1UL5/traffic.megaphone.fm/MOBI6100858395.mp3
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JSON: https://stenobird.com/v1/public/podcasts/brew-markets-7451311/episodes/betting-against-spacex-cooling-data-centers
Duration seconds: 1205

## Resource

Episode 231: Today, Ann lays out how some investors are betting against SpaceX – and what Elon Musk has to say about it. Then, we spin through market headlines including earnings from General Motors and Hasbro, Jersey Mike's upcoming IPO, and a new partnership between Disney and Kraft Heinz. Finally, we answer a listener's question and dive into the HVAC industry – one of the unexpected winners of the AI boom – to examine whether legacy cooling companies can continue riding the AI wave as chip technology evolves. Visit: Aflac.com/BrewMarkets www.brewmarkets.com  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets Stocks mentioned: $SPCX $KHC $DIS $HAS $GM $TT $CARR $JCI $VRT $FIX $ECL The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices

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## Transcript

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