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Oppenheimer Asset Management Chief Investment Strategist John Stoltzfus remains bullish, pointing to earnings and revenue growth, resilient jobs and consumer demand, while flagging data centers as an issue to watch. (Source: Bloomberg)
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Hedge funds have been heavy sellers over the last few weeks of debt related to the artificial intelligence buildout, according to Andrzej Skiba, head of BlueBay US fixed income at RBC Global Asset Management.
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Source: Bloomberg, 0:00
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A post-election slide in chipmakers snowballed as investors bailed from technology shares on speculation that a Democratic sweep of Congress could bring tighter regulation of US data centers and weigh on semiconductor demand. Ian King…
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Some thoughts on markets and politics.
Democratic winners and progressive lawmakers are calling for tougher limits on AI and data centers after the 2026 midterm elections.
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Pilar Gomez-Bravo, fixed income portfolio manager at MFS Investment Management, and Andrzej Skiba, head of BlueBay US fixed income at RBC Global Asset Management join Scarlet Fu on "Bloomberg Real Yield." Junk bonds tied to data center…