10AM Hour: Stocks Rip on Back of Democratic Midterm Victories, Orlando Bravo on Election and Tech, AMD CEO on Data Center Demand 11/4/26
Squawk on the Street
- Published
- November 4, 2026
- Duration
- 47:35
- Summary source
- description
- Last updated
- Nov 4, 2026
Discusses investing.
Summary
Stocks surge after a dramatic overnight reversal following Democrats’ decisive midterm election victory. Thoma Bravo founder Orlando Bravo joins Squawk on the Street to discuss what the shift in power means for the tech trade, while one policy expert warns the election results could bring a return to market volatility rather than a clearing event. Plus, w…
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Show notes
Stocks surge after a dramatic overnight reversal following Democrats’ decisive midterm election victory. Thoma Bravo founder Orlando Bravo joins Squawk on the Street to discuss what the shift in power means for the tech trade, while one policy expert warns the election results could bring a return to market volatility rather than a clearing event. Plus, we examine the implications for healthcare and financial stocks, and AMD CEO Lisa Su weighs in on the demand outlook following major Democratic
Themes
- investing