Market Selloff, Volatility & Post-Midterm Repositioning
Channel: Bloomberg Television
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Read a transcript preview of “Market Selloff, Volatility & Post-Midterm Repositioning” from Bloomberg Television, uploaded on 2026-11-05.
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Language: English (original, creator captions)
[0:01] >> COUNTDOWN IS ON. EVERYTHING YOU NEED TO GET THE
[0:05] EDGE OF THE END OF THE MARKET DAY.
[0:09] THIS IS THE CLOSE. ROMAINE: A CHANGE IN DIRECTORY
[0:14] OF THE AI BUILDOUT AND IN COURSE OF THE BUILDOUT IN TECH STOCKS.
[0:18] I AM ROMAINE BOSTICK. KAILEY: WE ARE KICKING YOU OFF
[0:23] TO THE CLOSING BELL IN THE U.S. ROMAINE: THE CLOSING BELL THAT
[0:28] IS LIKELY TO BRING THEM MULTITUDE OF SUPERLATIVES WITH
[0:32] CHIP STOCKS, DATA CENTER STOCKS, EVERYTHING IN THE AI FLYWHEEL
[0:33] GETTING HIT HARD. A DE-RISKING BY INVESTORS OF
[0:38] POLITICAL AND POLICY RISK. POLICY RISK HAD ALWAYS BEEN
[0:45] OUT INTO THE FUTURE. THE NASDAQ 100 IN CORRECTION
[0:49] TERRITORY. THE PHILADELPHIA SEMICONDUCTOR
[0:53] INDEX HIT A BEAR MARKET. S&P 500, SURGING THE MOST SINCE
[0:58] 2024. YOU COVER WASHINGTON, THE
[1:02] INTERSECTION BETWEEN WASHINGTON AND WALL STREET, AND NEVER HAS
[1:06] THAT INTERSECTION BEEN STRONGER THAN THIS WEEK.
[1:09] KAILEY: NOT JUST ABOUT WHAT HAPPENED IN WASHINGTON AND THE
[1:11] PEOPLE THAT ARE ELECTED TO THE HOUSE AND SENATE.
[1:14] IT IS WHAT HAPPENED ON TUESDAY IN STATE AND LOCAL GOVERNMENTS.
[1:19] IN GOVERNORS RACES LIKE IN TEXAS WHERE THE NEW GOVERNOR WAS
[1:21] ELECTED. IN GEORGIA, KEISHA LANCE BOTTOMS
[1:24] WAS ELECTED. STATE LEGISLATURES WERE TAKEN
[1:29] OVER BY DEMOCRATS AND THAT IS THE CONCERN THAT WILL SLOW THE
[1:31] BUILDOUT OF THE INFRASTRUCTURE THAT IS POWERING AI.
[1:35] WHILE YESTERDAY, WE TALKED ABOUT A NARRATIVE IN WHICH THAT WOULD
[1:39] BE GOOD FOR HYPERSCALERS, WE MAY NOT HAVE AS MUCH TEMPTATION FOR
[1:43] THE TYPE OF CAPEX WE'VE BEEN SEEING OF LATE BUT FOR CHIP
[1:47] STOCKS, NEO-CLOUDS, THAT'S NOT A GOOD STORY TODAY.
[1:52] YOU