About this episode
Host Marc Ellery examines the S&P 500's March 2025 quarterly rebalance, where AI infrastructure companies like Vertiv Holdings, Lumentum Holdings, and Coherent Corp. replaced traditional firms. Two newcomers secured multi-billion-dollar Nvidia partnerships, signaling massive institutional investment shifts toward artificial intelligence. Plus: Atlanta's World Cup preparations and mixed retail earnings reports.Loved this episode? Discover more original shows from the Quiet Please Network at QuietPlease.ai, explore our curated favorites here amzn.to/42YoQGI, and catch just a slice of our AI hosts in action on Instagram at instagram.com/claredelish and YouTube at youtube.com/@DIYHOMEGARDENTVThis content was created in partnership and with the help of Artificial Intelligence AI
