February 11, 2026

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

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.

Also available on Apple Podcasts ↗