SOTS 2nd Hour: More Tariff Headlines, CoreWeave IPO Latest, & Related Cos CEO on Data Center Push 3/27/25
President Trump announcing a “permanent” 25% tariff on cars made outside the United States: Sara Eisen, David Faber, and Carl Quintanilla broke down the latest alongside fresh housing data top of the hour. Why Wolfe Research’s Head of Policy calls the move hawkish for equities at large - and a deep…
Related aims to raise up to $8 billion for AI data-center bet
New York property developer The Related Cos., known for its work building Hudson Yards, is betting big on demand for data centers with a new business to invest in the infrastructure for artificial intelligence and hyperscale technology firms.
Related is seeking to raise as much as $8 billion in cap…
Related sweetens embattled Hudson Yards casino pitch with 2,500 new apartments
The Related Cos. will more than double the amount of housing included in its Hudson Yards casino complex, a promise that the developer hopes will help its embattled $12 billion bid get a crucial City Council approval this spring.
The developer will remove a proposed 1,400-foot office tower and repl…
Related pleads its casino rezoning case at City Council
The Related Cos. begged the City Council on Tuesday to approve the zoning changes and payment scheme it needs to build a casino complex at Hudson Yards, urging lawmakers to give their $12 billion megaproject a chance and look past opposition from the managers of the High Line.
Tuesday’s hearing was…
The Future of Cities: Why Apartments Beat Office Conversions | with Jeff Blau
Jeff Blau, real estate developer and founder of Giga Holdings, shares how he built 600+ apartment units (and 5,000 more in the pipeline) by focusing on community-driven amenities and strategic acquisitions. Discover why office-to-residential conversions rarely work, how AI is revolutionizing constr…
Related and Wynn drop casino bid, Hudson Yards buildout advances in deal
The Related Cos. is abandoning its proposal to build a casino on the undeveloped western half of Hudson Yards, but will instead build a mostly-residential megaproject on the same site under a deal struck with the City Council.
The demise of the Related-Wynn Resorts bid is especially notable since o…
Stocks' AI-Fueled Run-Up, OpenAI-Microsoft Partnership Revamp, "Musk vs. Altman" Heads to Trial 4/27/26
Entering a big week in which most of the Magnificent 7 lead the earnings parade, David Faber and Jim Cramer covered many developments surrounding AI: The record run for stocks including Nvidia's market cap rising back above $5 trillion, OpenAI caps revenue share payments as part of its revamped par…
Why NYC real estate is suddenly all about politics
On this week’s episode of Deconstruct, hosts Hannah Kramer and Lilah Burke dive into the increasingly political world of New York City real estate.
They break down the latest developments surrounding New York’s proposed Pied-à-Terre tax, including new details about how the state may determine whi…
9AM Hour: Nvidia Jumps Into the PC Market, Softbank's Masa Son on $80B+ AI Investment, Faber at Stargate's Data Center 6/1/26
Carl Quintanilla, Jim Cramer and David Faber discussed the AI trade: Nvidia enters the PC space by unveiling a new N1X processor. The announcement gave a boost to shares of Microsoft, Dell, HP and Arm — while putting pressure on the stocks of Intel, AMD and Qualcomm. SoftBank CEO Masayoshi Son spok…
The Work Ethic needed to Succeed in Real Estate & The NFL | Jamar Adams
Sam Schneider and Jamar Adams sit down for a conversation that spans from childhood in Charlotte to building one of the most mission-driven real estate platforms in the country. Adams shares how a single mother's discipline shaped his work ethic, how football taught him to perform under pressure, a…
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