Tech's worst day since 2025, and Georgia just became the next data center fight | Sozzi Unleashed

The S&P 500 fell 4.4% on Thursday and the volatility index jumped as much as 70%, and Brian Sozzi spends the morning on what broke and what did not. Bernstein has flagged Georgia as the risk nobody is pricing: its Public Service Commission has flipped to a Democratic majority for the first time in thirty years, and that is the body deciding who pays for power and how fast it arrives.

Max Levchin joins in studio to argue the market is betting AI spending stops and that the bet is wrong. Cristiano Amon says there is no AI correction at Qualcomm, only a shortage of everything. And four chief executives give their read on the election.

Featuring

Max Levchin, Co-founder and Chief Executive Officer, Affirm