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Bill Gross on Treasuries, Opportunities and Stamp Auction

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Ritholtz on What’s Causing the Stock Selloff

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Technology stocks plummeted on Thursday as traders assessed the implication of a Democratic sweep in the US midterm elections on cloud data centers. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” joins to discuss the market selloff.

The selloff in tech stocks comes amid growing worries that a Democratic sweep of Congress could bring tighter regulation of US data centers and weigh on semiconductor demand.

Read more: https://www.bloomberg.com/news/articles/2026-11-05/us-stock-futures-diverge-as-chip-selloff-extends-into-second-day?srnd=homepage-americas

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Goldman Limits Traders and Bankers From Using Some AI Tools

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Goldman Sachs has annoyed some employees by curbing their access to certain AI tools. Nicole Sy explains.
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Miran on Midterms, Trump Tariffs, Fed Forward Guidance

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Former Federal Reserve Governor Stephen Miran talks about how President Donald Trump could work with Democrats controlling Congress, what would happen if Trump’s tariffs were rolled back and if he believes the Fed should be providing forward guidance. Miran, also the former chairman of the Council of Economic Advisers, speaks on “Bloomberg Surveillance.”
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Alphabet Shares Tank on Sales Misses Across Core Businesses

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Alphabet posted disappointing sales from most of its core businesses in the third quarter, escalating investors’ concerns about the hundreds of billions of dollars that the company is spending on artificial intelligence. Ed Ludlow has more.
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Stocks Primed for a Rough Ride Today: Market Analysis

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Anna Edwards, Guy Johnson, Tom Mackenzie and Adam Linton break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”

Chapters:
00:00:07 – Stocks Primed for Rough Ride Today
00:01:39 – Response from Central Bank
00:02:59 – What’s Next?
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