Adam Turnquist

Hundreds more under construction in the likes of Texas, Virginia and Ohio.

But now, as Adam Turnquist from LPL Financial explains, that's in doubt.

There's been a rewriting in terms of expectations for the build out of AI in the data centers.

Texas has been the poster child of the change there with a new Democratic governor threatening a moratorium on future build outs.

Welcome to LPL Market Signals.

I'm Adam Turnquist, Chief Cross-Asset Strategist here at LPL.

And I am joined by Tom Shipp, who is Head of Equity Research at the firm.

Tom, welcome to the podcast this week.

That's Dave Ellison, Portfolio Manager at Hennessy Funds.

If you enjoyed this Street Talk, check out our full interview with Adam Turnquist.

He has an S&P 8,000 price target by year end and breaks down the charts that are most compelling to him at these levels.

S&P 500 down seventeen.

Adam Turnquist, strategist at LPL Financial, says that tech stocks continue to dominate.

The last four years, there's really been a paradigm shift with mega-cap leadership in terms of the percentage of, of stocks outperforming, for example, in the S&P.

It's, it's been relatively narrow for the last four years, and it has not slowed the strength of this bull market.