Episode Details

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.

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