Wall Street Breakfast

Midterm elections & earnings

November 3, 2026·6 min
Episode Description from the Publisher

U.S. midterm elections. Palantir beat expectations despite slowdown in commercial bookings, while Apple's strong sales were offset by concerns over memory costs and margins. AMD faces high expectations; Shopify's AI-agent concerns and Pfizer's patent expirations weigh on investor sentiment.Episode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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