Data center stocks got hit on the midterm result, and the market rallied anyway | Sozzi Unleashed

Democrats took both chambers overnight, and the first thing markets did was sell. Then they turned and rallied hard. Brian Sozzi walks through why, and why the companies building AI data centers went the other way to everything else. He also makes the case that the result could end up helping Apple, through memory chip prices rather than anything in Washington. Then two quarters nobody is arguing about: Lisa Su's AMD, and Novo Nordisk's new chief executive on the obesity pill that is already outselling everything the company has launched before. Featuring Mike Doustdar, President and Chief Executive Officer, Novo Nordisk Timestamps 0:00 The morning after, and the first market reaction 1:46 Three reasons the market turned around 3:44 Why the result might end up helping Apple 6:37 Who Evercore and RBC think wins from here 8:16 AMD's quarter, and what Lisa Su promised for next year 11:49 Novo Nordisk's chief executive on the obesity pill 21:42 McDonald's is losing customers 23:32 The Last Word #Midterms #AMD #NovoNordisk #Apple #SozziUnleashed #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571