Tom Carroll on Schwab Network Opening Bell with Jenny Horne - 14 July 2026
CHARLESTON, S.C., July 14, 2026 | Ballast Rock Founder and CEO Tom Carroll argues that energy is the “picks and shovels” investment behind the AI boom, as growing data center demand requires major upgrades to the power grid. He also examines the shortage of affordable rental housing in the U.S., explaining how high construction costs and elevated interest rates have squeezed supply, while advances in manufactured homes could help address the crisis.
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