What a Democratic sweep means for stocks: Daily Market Coverage (4 p.m. - 5 p.m. ET)

The Dow jumped more than 1,500 points, its best day since April 2025, as stocks rallied after a Democratic sweep in the midterm elections. Oil plunged, Apple hit a record and homebuilders surged, while chip and data center stocks lagged on new data center moratoriums. Jake Conley and Jared Blikre break down the close, and Barclays' Venu Krishna explains why the midterms were a clearing event and what still matters for the AI trade. Futurum's Daniel Newman reacts to Qualcomm's results and its new SpaceX deal. Flutter Entertainment CEO Dan Taylor talks FanDuel's growth and the competition from prediction markets, and Circle CEO Jeremy Allaire joins Brian Sozzi to discuss the stablecoin issuer's quarter, crypto policy after the election and AI-driven cyber risk. 00:00 Closing bell: Dow's best day since April 2025 01:34 Gold, bitcoin and the debasement trade 02:00 Oil plunges 02:21 Apple hits a record as chips slide 03:42 Homebuilders surge, data center stocks lag 04:08 Barclays' Venu Krishna on the midterms 05:47 Data center ballot measures 07:23 Rates, yields and stock multiples 08:47 What could derail the rally? 13:32 Qualcomm earnings with Daniel Newman 18:02 Qualcomm's SpaceX deal 24:36 Flutter CEO Dan Taylor 29:15 Prediction markets and marketing spend 30:42 Are prediction markets gambling? 37:28 Circle CEO Jeremy Allaire 40:44 What the election means for crypto 43:51 AI and the rising hacking threat 48:54 What to watch Thursday #midterms #stockmarket #dowjones == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

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