Economy
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EconomyAI trade faces a post-election reality check
On Bloomberg This Weekend, Yorkville Ives & Co. partner Dan Ives and Bloomberg US equities reporter Natalia Kniazhevich discuss a sharp post-election technology selloff. Investors are weighing political resistance to data centers, AI spending and Anthropic’s IPO outlook. Ives says the election could slow AI construction and shift tech winners and losers, while the long-term AI investment cycle remains intact.
