Market Strategist RaeAnn Mitrione joined Bloomberg TV in studio to break down the latest market drivers and what they mean for investors. She noted that September’s nonfarm payroll report may reduce the odds of a December rate cut, even as both labor market data and recent Fed messaging have been mixed. RaeAnn also discussed the accelerating AI and CapEx cycle, highlighting how companies like NVIDIA exceeded high expectations and how broader tech spending continues to rise, keeping the AI growth story intact. She explained why our investment strategy continues to maintain appropriate risk in portfolios while underscoring the ongoing importance of diversification.