Why the Midterms Might Be Good for Big Tech, CVS Is Breaking Up
Shownotes
Market update for November 5, 2026
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In today’s episode, Zaid covers:
Why stocks rallied after the midterms, and why the results might be secretly good news for Big Tech
Why CVS is breaking itself up into two companies
Earnings recap from AppLovin, Figma, Qualcomm, Cava and Snap
Apollo becoming one of the biggest owners of AI chips in the world