AI Sell-Off, Data Centers and Midterm Market Risks 11/2/26
Notes de l’épisode
November 2, 2026; 1pm: The Exchange breaks down the AI stock sell-off, hyperscaler financing concerns, Apple’s agent risk, data center election politics, falling oil prices on Iran peace hopes, and midterm market setups. Kelly and guests examine whether tech can re-rate as free cash flow improves and how state ballot measures could affect municipal credit.
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