.@JimPethokoukis of @AEI, @HenriettaVeda of Veda Partners and Tom Lee of @fundstrat join @MorganLBrennan to explore how the midterm elections could reshape America's AI boom, from growing opposition to data centers and rising electricity costs to the future of tech investment.

$NVDA $AMD $MSFT $GOOGL $AMZN $ANET

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.@HenriettaVeda of Veda Partners, @JimPethokoukis of @AEI and Tom Lee of @fundstrat join @MorganLBrennan to weigh in on the Fed's future, mounting debt concerns, Trump's tariff policies and what it all means for Wall Street.

$SPY $QQQ $TLT $DXY

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.@Wharton's @amreed2 joins @MorganLBrennan to explain why record political ad spending wasn't enough to sway voters, how affordability concerns fueled the Democratic sweep and why the right message matters more than money.

$GOOGL $META $TTD $OMC $IPG

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Tom Lee of @fundstrat, @HenriettaVeda of Veda Partners and @JimPethokoukis of @AEI join @MorganLBrennan to weigh in on billionaire taxes, the future of AI regulation and how the midterm elections could reshape Washington's approach to Big Tech.

$NVDA $META $MSFT $PLTR

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Tom Lee of @fundstrat, @HenriettaVeda of Veda Partners and @JimPethokoukis of @AEI join @MorganLBrennan to break down the midterm results, market rally and what's next for stocks, AI and Washington.

$NVDA $AMD $MSFT $META $PLTR $CRWV

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Morning Call Sheet: fresh tech trade questions, the market rotation and midterm elections.

@JayWoods3 of Freedom Capital Markets, @kmahnhw of Hennion & Walsh Asset Management and Terry Haines of Pangaea Policy Advisory speak with @MorganLBrennan about Apple & Palantir's earnings, the market's ongoing rotation and the potential impact of midterm elections.
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Former Trump trade official Kelly Ann Shaw speaks with @MorganLBrennan on what will be key issues to watch in the midterm elections
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.@MorganLBrennan on her conversation with @PalantirTech CEO Alex Karp on Q3 results and the boom in the company's commercial business.
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Richard Kramer of @ResearchArete speaks with @MorganLBrennan about Apple's latest earnings and why he says these types of declines in margins are overstated given Apple’s solid market position.
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🚀 Watch @MorganLBrennan's full interview with @NASA astronaut and Artemis II pilot @AstroVicGlover at Schwab IMPACT!

Glover discusses the mission's historic milestones, NASA's partnerships with commercial space companies, the future of human spaceflight and how Artemis is inspiring the next generation.

@NASAArtemis @CharlesSchwab #ArtemisII #SpaceExploration

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Morning Call Sheet: Tech selloff, AI spending risks and Fed rate outlook.

Geoffrey Yu, Senior EMEA Market Strategist at $BNY, @JoseTorresEcon of @IBKR and Ross Mayfield of @rwbaird speak with @MorganLBrennan about AI spending, semiconductor weakness, interest rates, Fed policy and market volatility.

$NVDA $AMD $AVGO $MSFT $GOOGL $AMZN $SPY $QQQ

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.@MikeFroman, President of @CFR_org and former U.S. Trade Representative, speaks with @MorganLBrennan about the midterm elections, U.S. foreign policy, Iran tensions, Ukraine aid, congressional power and the rule of law.

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Sarah Kunst, Managing Director at Cleo Capital, speaks with @MorganLBrennan about Apple and Palantir's AI strategies, iPhone demand, SpaceX's potential Boost Mobile deal, M&A activity and Elon Musk's business strategy.

$AAPL $PLTR $SPCX $SATS $T $VZ $TMUS

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.@LynAldenContact, Founder and Principal at Lyn Alden Investment Strategy, speaks with @MorganLBrennan about the semiconductor selloff, Anthropic's IPO valuation, AI spending risks, Treasury yields and crypto security.

$NVDA $AMD $AVGO $MSFT $GOOGL $AMZN $BTC

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Morning Call Sheet: Tech selloff, AI spending risks and market outlook.

@jpmorgan's Joyce Chang, @EmpowerToday's Marta Norton and @RobinhoodApp's @StephGuildNYC join @TheDomino to discuss the tech selloff, AI spending, investor sentiment, buying opportunities and market risks.

$AMZN $GOOGL $INTC $HOOD $NVDA $MSFT $JPM

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Gil Messing, Chief of Staff at @CheckPointSW, joins @TheDomino to discuss the massive crypto hack, cybersecurity vulnerabilities, digital wallet risks and how crypto platforms can prevent future attacks.

$CHKP $COIN $HOOD $MSTR $CRCL $BTC

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Peter Singlehurst, Head of Private Companies at Baillie Gifford, joins @TheDomino to discuss surging AI demand, tech valuations, @AnthropicAI's potential IPO, long-term growth opportunities and the future of private markets.

$AMZN $MSFT $GOOGL $NVDA $META

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Joyce Chang, Chair of Global Research at @jpmorgan, joins @TheDomino to discuss mounting AI debt financing, tech valuations, rising funding costs, investor expectations, Treasury yields and why interest rates could stay higher for longer.

$JPM $NVDA $MSFT $AMZN $GOOGL $META

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Timothy Moe, Chief Asia-Pacific Equity Strategist and Co-Head of Asia Macro Research at @GoldmanSachs, joins @TheDomino to discuss South Korea's stock market, surging AI demand, semiconductor shortages, Samsung and SK Hynix, and why he still sees 60% upside.

$GS $MU $NVDA $AMD $AMAT $LRCX

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Morning Call Sheet: AI debt risks, tech earnings and Fed outlook.

Drew Pettit of @roundhill, Gilbert Garcia of Garcia Hamilton & Associates and Mike O'Rourke of @JonesTrading discuss mounting AI debt risks, Big Tech earnings, market volatility and Fed policy.

$NVDA $MSFT $AMZN $META $ORCL $NOW

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