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Opinion·1h ago·all news from October 1, 2026

Odd Lots: Is the AI Trade Fed Rate Proof?

Is it safe to say that AI companies are less sensitive to Fed rate changes, making them a good investment during these times of market volatility? Luke Kawa, head of markets at Sherwood News, joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss all the big market themes and how the AI trade is affecting the sheer speed of market moves. (Source: Bloomberg)

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