2488 episodios
Closing Bell Overtime: Stocks Surge After Democrats Retake Both Chambers of Congress 11/4/26
04/11/2026 | 43 minCiti’s Scott Chronert breaks down the huge market reaction to the midterm elections and what the results mean for stocks and portfolio positioning. Stifel’s Brian Gardner examines the shifting balance of power in Washington and which sectors could benefit or face new policy headwinds. Evercore’s Amit Daryanani discusses what the election means for the AI infrastructure buildout and whether political changes could affect data center investment. Meantime, Seaport’s Jay Goldberg reacts to Qualcomm earnings and what the results signal for chip demand, AI and the broader semiconductor trade. Plus, other earnings from Arm, Expedia, Snap and more offer fresh clues about technology spending, travel demand and digital advertising.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.- From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. - JPMorgan Wealth Management’s Phil Camporeale breaks down the market outlook as investors prepare for the midterm election results. Our Eamon Javers examines what’s at stake in Washington and how the outcome could reshape policy. Bernstein’s Stacy Rasgon reacts to AMD earnings and what the results signal for AI demand. Compass Datacenters CEO Chris Crosby discusses growing opposition to data center construction and whether political and community pushback could slow the AI infrastructure boom. BTIG’s Peter Saleh previews McDonald’s earnings and what the results could reveal about consumer spending and the restaurant industry. Plus, earnings from Amgen, Booking and other major companies offer fresh clues about the economy.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. - From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. - Alger’s Brad Neuman breaks down what investors should do with big tech after a volatile stretch for the sector. Rosenblatt’s John McPeake reacts to Palantir earnings and what the results signal for AI demand and the company’s growth outlook. Meantime, Eamon Javers reports on the latest Binance hack and North Korea’s alleged involvement. Apple takes center stage as Sand Hill Global’s Brenda Vingiello weighs the results from a shareholder’s perspective while Evercore’s Amit Daryanani breaks down the quarter and what it means for the iPhone maker’s next move. Plus, our Megan Cassella looks ahead to the midterms and what a divided Washington could mean for policy and markets.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
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