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- Sullivan: What the 2026 midterms could mean for energy investors
The author expects only limited near-term moves in energy stocks after the midterm elections, with investment implications mainly over the longer term. Even if Democrats win one or both chambers of Congress, the change is unlikely to meaningfully alter policy, though S&P Global says it could bring tougher oversight of agency decisions and affect tax incentives for long-term energy investments. At the state level, Gina Hinojosa in Texas supports a moratorium on new data center builds, Amy Acton in Ohio backs a conditional moratorium, and Vivek Ramaswamy calls for conditions on new construction. Bank of America says Georgia, Ohio, Oregon, Pennsylvania and Texas matter most for utility stocks, with Texas the most consequential after state environmental regulators halted data center permits. Power demand would likely stay at current levels even if some large projects are stalled or stopped, and U.S. oil production is at a record high.
- Jim Cramer likes CrowdStrike's new 'AI kill switch' and the cyber stock
Jim Cramer praised CrowdStrike's AI Kill Switch, unveiled at the European leg of its Fal.Con conference as a new feature of its Falcon Guardian platform, calling it a game-changer and the "holy grail" because it lets security teams take control of AI agents that stray from assigned behavior. CrowdStrike shares rose about 1% after the news. The backdrop is growing safety concern after Anthropic CEO Dario Amodei called for an industry slowdown in AI development on Sept. 12; CrowdStrike rose nearly 14% on Sept. 14 and closed at a record $278 on Oct. 6, before falling about 12% since. The CNBC Investing Club sold some shares late last month after the stock rallied, realizing a gain of roughly 187% on shares bought in late 2024, and keeps a hold-equivalent 2 rating with a weighting above 4%.
- Dell (DELL): A Top 10 Cheap AI Stock Trading at 13x Forward Earnings
Dell ranks 10th on a list of the 10 best cheap stocks heading into 2027, citing a forward P/E of 13, expected 2027 revenue growth of nearly 34%, and popularity among hedge funds. The article recalls an October 30 tech selloff that pushed MSCI's global index down 1.5% and the Philadelphia semiconductor index down more than 7%, after Intel and Amazon results showed how much cash AI spending is burning. Interest rates were also a major factor, with 10-year Treasury yields near 5.3%. Dell booked a record $60.9 billion of AI server orders in its fiscal second quarter and ended it with a $95 billion backlog, lifting its full-year revenue outlook to $192 billion. Revenue from traditional servers and networking jumped 122% as customers replace aging data center equipment, and management said demand is running ahead of the supply Dell can secure.
- Apple fails to impress Wall Street, bear market chatter heats up, and AI assessing job productivity
Market Hang's panel discusses Apple (AAPL) stock and how memory prices are weighing on the company's bottom line. The discussion also covers how the midterm elections factor into a bear market outlook, and whether AI is doing the "dirty work" at the office and assessing job productivity. Panelists include Paisley Nardini of Tema ETFs, David Wagner of Aptus Capital Advisors, Dan DeFrancesco of Business Insider Today, Nate Wolf of Barron's, and Turney Duff, author of "The Buy Side."
- NVIDIA Rises 3% Despite AI CEO’s Warning on Chinese Chip Competition; AMD Climbs 5%, Broadcom Gains 3%
NVIDIA rose 3% to $208.24 in afternoon trading, snapping a four-session losing streak, though it remains down 11% over the past month; its market value reached $5.03 trillion. AMD gained 5% and Broadcom 3% as chip stocks moved higher together. Misha Laskin, CEO of NVIDIA-backed startup Reflection AI, warned that Chinese AI labs giving away open models abroad will start selling their own chips and data centers, while the Financial Times reported NVIDIA has told cloud clients to sell at least 51% of their services to non-Chinese companies. NVIDIA has removed China data center compute from its outlook, and China revenue including Hong Kong fell to $19.7 billion in fiscal 2026 from $25.0 billion. The stock trades at 17x forward earnings, a five-year low versus a five-year average of 36x.
- Microsoft Corporation (MSFT) Delivered Strong Fiscal Fourth-Quarter Results: Mott Capital’s Take
Mott Capital Management's Thematic Growth Strategy returned 9.01% year-to-date through Q3 2026, trailing the S&P 500 Total Return Index's 12.75%, amid sector rotation and weakness in technology shares. In its Q3 2026 investor letter, Mott said Microsoft was among the portfolio's strongest performers after very strong fiscal fourth-quarter results in July, while the manager trimmed Illumina after its gains and bought Cboe, citing options trading growth. Microsoft shares fell 4.78% over one month, traded between $349.20 and $551.15 over the past 52 weeks, and closed at about $507.12 on November 2, 2026, with a market capitalization of about $3.77 trillion. The company ranked second on a list of 40 most popular hedge fund stocks, held by 273 hedge fund portfolios at the end of the second quarter, down from 282 the prior quarter.
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