Global equities staged a powerful comeback led by technology and semiconductors, even as an FBI investigation into Nvidia's CEO unfolded with all the intrigue of a James Bond plot. Broader market resilience, Anthropic's bold IPO plans, sliding oil prices on easing geopolitical tensions, and today's crucial US inflation data round out a packed agenda for investors navigating elevated volatility. Enrico Chinello from our Next Generation Research team dives deeper into what has changed for the AI-buildout after the fallout from last week’s US midterm elections and what it means for investors going forward.