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Wall Street Breakfast

Midterm elections & earnings

Dienstag, 3. November 2026 · 6 min

MP3

Shownotes

U.S. midterm seekingalpha.com/news/4663472-sp500-nasdaq-com…. 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 (seekingalpha.com/earnings/earnings-calendar?so…); Shopify's AI-agent concerns and Pfizer's patent expirations weigh on investor sentiment.

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

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