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Tech Mostly Higher After Democrats Win Control of Congress

Bloomberg’s Carol Massar takes a look at what a blue wave means for the tech sector after Democrats won control of the US House and Senate in the midterm elections. Plus, AMD’s forecast exceeds estimates as chip demand soars, showing the semiconductor supercycle still has legs. And the AI capital raise continues, as Meta kicks…

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Bloomberg’s Carol Massar takes a look at what a blue wave means for the tech sector after Democrats won control of the US House and Senate in the midterm elections. Plus, AMD’s forecast exceeds estimates as chip demand soars, showing the semiconductor supercycle still has legs. And the AI capital raise continues, as Meta kicks off a six-part debut euro bond offering, adding to a record wave of corporate bond deals in Europe.

00:00:00 – Bloomberg Tech Begins
00:00:52 – Isabelle Lee on markets after elections
00:02:27 – Tyler Kendall on Democrats huge wins in Midterms
00:05:09 – Brody Ford on Blue wave effect on data center build out
00:06:54 – Jordan Fitzgerald on Musk firms may face higher regulation
00:09:54 – Ian King on Qualcomm
00:12:02 – John Vinh, Keybanc Capital Markets on AMD and Qualcomm
00:17:59 – Ygal Arounian, Wedbush on Uber 3Q Earnings
00:24:43 – Michael Shepard on Tech-Washington Ties
00:28:31 – Robert Schiffman on Meta Euro Bond Debut
00:32:05 – Arushi Sharma Frank, Luminary Strategies on data center post-election
00:39:35 – Anis Uzzaman, Pegasus Tech Ventures on AI opportunities
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2 Comments

2 Comments

  1. @rafaelg.9962

    November 4, 2026 at 5:19 pm

    I love Carol ❤

  2. @donaldpierce6877

    November 4, 2026 at 7:59 pm

    Democrats have always been pro-tech. Remember when all the tech people were dems? Even Elon was a dem, and Obama helped Tesla survive and pushed for green energy / electric cars.

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Bloomberg Technology

Defense Tech Boom Fuels Shield AI’s Expansion

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Shield AI is acquiring counter-drone technology company Echodyne in a deal worth more than $5 billion, a major expansion of its push into next-generation defense technology. CEO Gary Steele discusses why counter-drone capabilities are becoming increasingly critical and why investor appetite for defense tech remains strong as Shield AI raises new capital at a sharply higher valuation. He joins Tim Stenovec on “Bloomberg Tech.”
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Agility Robotics Makes Public Debut as Humanoids Scale

Agility Robotics is making its public market debut, becoming the first dedicated US humanoid robotics company to go public. CEO Peggy Johnson discusses growing deployments of its Digit robot, $300 million in pending orders and why the company chose to go public now despite market volatility. She joins Tim Stenovec on “Bloomberg Tech.” ——– Like…

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Agility Robotics is making its public market debut, becoming the first dedicated US humanoid robotics company to go public. CEO Peggy Johnson discusses growing deployments of its Digit robot, $300 million in pending orders and why the company chose to go public now despite market volatility. She joins Tim Stenovec on “Bloomberg Tech.”
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Bloomberg Technology

Apple Taps Bond Market for $7B as Tech Sells Off

Apple is looking to raise about $7 billion in its first investment-grade bond sale in more than a year, with proceeds helping to fund share buybacks. Bloomberg Intelligence’s Robert Schiffman says the move looks opportunistic rather than driven by a need for cash. He also explains why Apple is standing out in the broader tech…

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Apple is looking to raise about $7 billion in its first investment-grade bond sale in more than a year, with proceeds helping to fund share buybacks. Bloomberg Intelligence’s Robert Schiffman says the move looks opportunistic rather than driven by a need for cash. He also explains why Apple is standing out in the broader tech selloff as investors reassess the debt and spending behind the AI infrastructure boom. He joins Tim Stenovec on “Bloomberg Tech.”
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