AI Trade Faces a Post-Election Reality Check
On Bloomberg This Weekend, Yorkville Ives & Co. partner Dan Ives and Bloomberg US equities reporter Natalia Kniazhevich examine the sharp post-election technology selloff, as investors weigh political resistance to data centers, AI spending and the outlook for Anthropic's IPO. They tell hosts David Gura and Christina Ruffini that the election could slow the AI buildout and reshape winners and losers across tech, even as Ives argues the long-term AI investment cycle remains intact.
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