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Wall Street Breakfast

Big tech earnings take center stage

Montag, 2. November 2026 · 9 min

MP3

Shownotes

Falling oil prices lift stocks; AI trade looks calmer () Is the tech selloff a buying opportunity? () Marvell/Lumentum seekingalpha.com/news/4662061-marvell-announce… - smart, but weird timing (). Apple and Palantir face critical earnings tests ()

Episode transcripts: seekingalpha.com/wsb?source=wsb_podcast:big_te…

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