Midterm Market Rally, AI Data Center Risks an...

November 6, 2026; 1pm: Kelly Evans breaks down a fragile market rebound after a strong jobs report as San Francisco Fed President Mary Daly says inflation remains the Fed’s top priority and more tightening may be needed. The episode also covers the AI sell-off, data center power ...  عرض المزيد

November 5, 2026; 1pm: The Exchange breaks down a severe AI-led market sell-off, with pressure across tech, semiconductors, data centers, neoclouds, financials and volatility. Guests debate whether the rout is a buying opportunity, a policy-driven recalibration, or a warning that ...  عرض المزيد

Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ...  عرض المزيد

Major indexes closed near their highs of the day, after Fed chair Jerome Powell said he’s seeing signs of disinflation in the economy. But is this the green light the markets have been waiting for? Plus President Biden expected to take on corporate tax rates and share buybacks ...

The S&P 500 fails to rebound, the markets are poised for the Fed’s big rate hike, inflation and pump pressures are on, and crypto is crumbling. Founder and chairman of Equity Group Investments Sam Zell shares his unfiltered perspective on the Fed, energy prices, and DC policy, ...