Jobs Report Blowout, Top Tech Picks, and Data Center Tailwinds 2/11/26

就业报告惊艳,顶尖科技股精选,数据中心行业顺风2月11日

The Exchange

2026-02-12

44 分钟
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Prospects of fewer rate cuts are outweighing enthusiasm on the economy. We game out what today’s report means for the Fed and for the markets. Plus, the top tech opportunities in the software wreckage, and the CEO of Generac on data center tailwinds. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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  • What made you confident that you could do something that hadn't been done before?

  • I have no fear of failure.

  • Trailblazing women changing the game.

  • One of my favorite pieces of advice.

  • Think about what your boss's boss needs.

  • Leadership can look in many, many different forms.

  • It really does come down to just trusting yourself.

  • Life is short and you just got to think big to accomplish big things.

  • You know, we're having a nice chat here about balance sheets.

  • Anyway, Scott, thank you very much.

  • And I don't know if we're going to get into any of that,

  • but we can definitely start with the job support today, which was way above expectations.

  • But the market rally, as you can see, is fading.

  • So it's good news.

  • Bad news once again.

  • Welcome to The Exchange.

  • I'm Kelly Evans.

  • Let's take a look at the market picture here at 1 p.m.

  • Eastern.

  • We've given up most of our earlier gains with a prospect of fewer rate cuts outweighing any enthusiasm.