The polls are open, and Jake Conley’s point is that the one knowable thing this morning is history: the S&P 500 has finished higher twelve months after every midterm since 1950, nineteen for nineteen. Luke Kawa of Sherwood News argues the midterms are less of an event than a process, and that markets mostly want the uncertainty gone. Before that, Apple’s first quarter under John Ternus, Palantir growing into its guidance and falling anyway, and the thing Conley is really watching: hyperscaler bond spreads at fresh wides while Oracle issues overseas and Meta issues in several currencies.
Featuring
Jake Conley, Breaking Business News Reporter, Yahoo Finance
Pras Subramanian, Senior Autos Reporter, Yahoo Finance
Luke Kawa, Sherwood News
Timestamps
0:00 Apple’s first quarter under a new CEO
5:32 In line is a miss
9:05 Palantir grew into its guidance and fell anyway
15:08 The bond market stopped being calm about AI spending
19:13 Oracle issues overseas, Meta issues in several currencies
21:08 Disney asks managers to cut 20%
24:28 Break
29:38 The polls are open
33:35 What actually changes for markets either way
36:54 Nineteen midterms since 1950, nineteen higher a year later
39:41 Prop 40 and the California billionaire tax
41:43 Marvell buys Lumentum in an all-stock deal
46:34 Ferrari raises guidance, and the F1 economy
#Midterms2026 #StockMarket #Apple #The830 #YahooFinance
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