Strong jobs data meets AI market turmoil

Bloomberg reports that a strong jobs report fuels expectations for another Fed rate hike, even as a nearly $4 trillion tech selloff raises questions about the AI trade. The program also discusses Anthropic's IPO prospects and valuation reset.

• Anthropic IPO Valuation Expectations Hit After AI Rout2026-11-06
• HSBC strategist says market fixated on Anthropic IPO2026-11-06
• Bloomberg column questions payoff of AI giants' compute spending2026-11-03
• What Wall Street really thinks about the AI trade now2026-10-29
• BlackRock's Rieder sees AI debt boom as top fixed-income opportunity2026-10-27