Tech Sell-Off, AI Repricing and Washington Shakeup
Notes de l’épisode
November 6, 2026; 2pm: Kelly Evans and Dominic Chu break down a volatile week for markets, the recent AI sell-off, Anthropic’s IPO outlook, and Lumentum’s deal with Marvell. The episode also covers the White House shakeup naming Stephen Miller chief of staff, Fed rate expectations, Iran-war risks for energy prices and how investors can manage 401(k) volatility.
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