Americans are heading to the polls for the midterm elections today just as global markets experience a violent rotation out of technology stocks. Foord Asset Management portfolio manager Brian Arcese discusses how investors can navigate these severe macro crosscurrents. We break down the market punishing massive AI infrastructure spending and analyze the latest mega deals shaking up the semiconductor space.  See omnystudio.com/listener for privacy information.

Americans are heading to the polls for the midterm elections today just as global markets experience a violent rotation out of technology stocks. Foord Asset Management portfolio manager Brian Arcese discusses how investors can navigate these severe macro crosscurrents. We break down the market punishing massive AI infrastructure spending and analyze the latest mega deals shaking up the semiconductor space.&nbsp;&nbsp;See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

Biz Report: How to Protect Your Portfolio as Tech Stumbles and Voters Head to the Polls