Jared Blikre runs the market close on the day the AI trade cracked: the Dow down 672, the Nasdaq and S&P 500 having their worst session since early June, the Philadelphia Semiconductor Index down 10% and Intel down about 30% after guiding fourth-quarter revenue below Wall Street. BitGo’s chief executive explains why the $6.3 billion Binance hack is an argument about who holds custody rather than about bitcoin. The Stock Trader’s Almanac editor says he bought into it. And the first analyst to put out a note on Anthropic explains why he will not rate the IPO yet. Figures are each speaker’s own.
Featuring:
Jared Blikre, Host, Yahoo Finance
Mike Belshe, Co-Founder and Chief Executive Officer, BitGo
Rob Thummel, Managing Director and Senior Portfolio Manager, Tortoise Capital
Dan Howley, Senior Technology Reporter, Yahoo Finance
Jeff Hirsch, Editor, Stock Trader’s Almanac
Amber Winton, Founder and Chief Executive Officer, NextWork
Brian Sozzi, Executive Editor, Yahoo Finance
Tom Curtis, President, Burger King US and Canada
Jay Goldberg, Senior Analyst, Seaport Research Partners
Timestamps
0:00 The open: Dow down 672, and the Nasdaq’s worst day since June
2:26 Binance loses $6.3 billion, and why bitcoin shrugged
4:26 “Retail deserves what institutions demand”
7:03 Whether the Clarity Act comes back after the midterms
8:17 What moves bitcoin next
12:59 Diesel at $6.32, and the line of sight to lower prices
14:01 Why refining, not oil, drove the majors’ quarter
15:21 Brent near $120, Hormuz, and OPEC+ meeting Sunday
16:26 Is it too late to buy energy, and the contrarian trade inside it
19:32 Apple reports Monday, and what the numbers should say
22:03 The first earnings call under a new chief executive
23:50 Why this selloff has spared Apple
30:01 The closing bell: Chips down 10%, Intel down 30%
31:40 “I did buy some today”
34:16 Why November starts the best six months of the year
37:19 What changed in the market after the pandemic
38:43 The midterm pattern: Up 100% of the time since 1950
45:21 AI upskilling, and who is actually getting hit
48:00 Your resume is being read by a bot first
49:29 What new grads and 50-year-olds each have to do
56:17 Earnings round-up: AstraZeneca, AbbVie, Kenvue
57:33 Burger King’s US president on the nuggets, and the fries next
1:11:31 The first analyst to cover Anthropic, and why he won’t rate it
1:13:29 The circular relationship with Amazon and Google
1:23:10 What to watch: Apple, Palantir, AMD and the jobs report
#Stocks #Intel #Binance #YahooFinance
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