Wall Street Breakfast

The VIX plunges after a powerful post-midterms rally. (0:16) Qualcomm shares slide as its earnings outlook disappoints. (1:23) Meta warns that data center construction is getting harder. (2:18)    

Show Notes
OpenAI ditches data center NDAs    

Episode transcripts: seekingalpha.com/wsb
 
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Midterm election results eased uncertainty, lifting stocks while yields and oil prices declined. Blue sweep raises questions about future defense spending, energy policy, AI data center development, and potential regulatory scrutiny of Tesla and SpaceX. ARM, Qualcomm, and other major earnings.

Show Notes
Oil prices slide as Trump plays down prospect of Iran strikes after U.S. election rout
Musk eyes data centers in orbit, not Texas
Blue Wave: What it means for AI, corporate oversight and U.S. fiscal outlook

Episode transcripts: seekingalpha.com/wsb

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Futures erase losses with Dems taking Congress in midterms. (0:16) Texas results raise fresh questions for AI data centers. (2:01) AMD rallies as booming AI chip sales lift its outlook. (3:07)

Show Notes
Gold reclaims $4,000, rates fall on gridlock hope

Episode transcripts: seekingalpha.com/wsb

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U.S. midterm elections. Palantir beat expectations despite slowdown in commercial bookings, while Apple's strong sales were offset by concerns over memory costs and margins. AMD faces high expectations; Shopify's AI-agent concerns and Pfizer's patent expirations weigh on investor sentiment.

Episode transcripts: seekingalpha.com/wsb

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Apple forecasts stronger sales, but with pressure on margins. (0:18) Salesforce agrees to acquire voice AI specialist Cresta. (1:37) Disney preps for thousands of job cuts. (2:08)  

Show Notes
Odds of Democrats sweeping midterms hit 75% on Election Day
S&P 500 has an amazing post-midterms track record

Episode transcripts: seekingalpha.com/wsb

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