Odd Lots: The AI Trade Shrugs Off a Blue Wave and a Tech Scandal

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)