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11.11.26 - 19:24
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AI Optimism Reignites the Tech Trade (Bloomberg)
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Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." CoreWeave's upbeat forecast reignites the tech trade, while Anthropic's blockbuster IPO adds fresh fuel to AI optimism. Fed hike bets build after Austan Goolsbee sounds the alarm on inflation. Plus, Terry Haines joins us on the fallout from Nvidia's scandal, and Ann Berry and Victoria Fernandez weigh in on the market setup. (Source: Bloomberg)...
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11.11.26 - 19:01
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Odd Lots: The AI Trade Shrugs Off a Blue Wave and a Tech Scandal (Bloomberg)
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It's been a big month so far for American politics and the tech industry. Democrats deliver a sweeping win across the country, calling continued AI development into question. Nvidia launches an investigation into CEO Jensen Huang's affair with an alleged Chinese spy. There are plenty of things to make investors jittery, yet we're seeing a tech rally as markets await the upcoming Anthropic IPO.
Bloomberg's Michael Ball joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to unpack why the tech trade is showing resilience despite macro jitters. (Source: Bloomberg)...
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11.11.26 - 18:31
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MÄRKTE EUROPA/Freundlich - KI-Optimismus kehrt zurück (Dow Jones)
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Von Steffen Gosenheimer DOW JONES--Die europäischen Börsen haben am Mittwoch die jüngste Aufwärtstendenz fortgesetzt. Neben Konjunkturoptimismus sorgte vor allem die Rückkehr der Zuversicht im Technologiesektor für Rückenwind: Der Sachverständigenrat ......
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