Capital Markets Quickie

From party to panic in twenty-four hours: the Nasdaq plunged around five percent into correction territory and the Dow gave back all of Wednesday's historic gains, as the chip index crashed around ten percent with AMD, Micron and SanDisk losing fifteen to twenty percent each. Behind it: fears of tighter data center rules under the new Congress, hedge funds locking in their gains, record selling by retail investors and a weak handset number from Qualcomm, while the fear index jumped more than sixty percent. The DAX hit a new record high in the morning before the US turbulence pulled it lower, and Rheinmetall crashed sixteen percent after another forecast cut. Capital Markets Quickie is your daily stock market recap with Endrit Cela: Wall Street, Europe and Asia in under three minutes, every Tuesday to Saturday morning. Follow the show on Spotify, Apple Podcasts or YouTube so you never miss an episode.

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Disclaimer for "Capital Markets Quickie" Podcast:

The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

What a day: the Democrats won control of both the House and the Senate, and Wall Street celebrated the end of the uncertainty with the Dow's best day since April 2025, up almost three percent, while oil plunged almost nine percent and Brent fell back below one hundred dollars on hopes of de-escalation with Iran. Health insurers, solar and big tech like Amazon and Apple surged, while chip and AI data center stocks fell on fears of tighter regulation under the new Congress. The DAX jumped more than two percent to within a whisker of its record, led by Heidelberg Materials, Continental and BMW. Capital Markets Quickie is your daily stock market recap with Endrit Cela: Wall Street, Europe and Asia in under three minutes, every Tuesday to Saturday morning. Follow the show on Spotify, Apple Podcasts or YouTube so you never miss an episode.

>>> Follow me on LinkedIn:

https://www.linkedin.com/in/endrit-cela/

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https://www.instagram.com/endritcela_official/

Disclaimer for "Capital Markets Quickie" Podcast:

The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Election day on Wall Street: chip stocks staged a strong rebound and lifted the Nasdaq while the Dow slipped, and Apple gave back some ground despite record revenue, because its margin outlook for the holiday quarter disappointed on rising memory chip costs. Oil whipsawed between reports of new US strikes on Iran and fresh hopes for talks, the midterm results are rolling in this morning, and prediction markets had favored the Democrats going in. The DAX slipped ahead of the election night and failed again at the 26,000 mark, with Lufthansa and Bayer strong but TeamViewer crashing on a scrapped growth outlook. Capital Markets Quickie is your daily stock market recap with Endrit Cela: Wall Street, Europe and Asia in under three minutes, every Tuesday to Saturday morning. Follow the show on Spotify, Apple Podcasts or YouTube so you never miss an episode.

>>> Follow me on LinkedIn:

https://www.linkedin.com/in/endrit-cela/

>>> Follow me on Instagram:

https://www.instagram.com/endritcela_official/

Disclaimer for "Capital Markets Quickie" Podcast:

The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Finally some relief on the oil front: crude plunged around eight percent after reports that Washington wants to give diplomacy with Iran another shot, and that lifted the Dow while the Nasdaq extended its tech sell-off. After the bell, Apple beat revenue expectations in John Ternus' first earnings report as CEO, and Palantir delivered another blowout quarter with revenue up 96 percent. Today America votes in the midterm elections, the DAX gained ahead of the big day, and history is on the bulls' side: after midterms, the S&P 500 has averaged a double-digit gain over the following twelve months. Capital Markets Quickie is your daily stock market recap with Endrit Cela: Wall Street, Europe and Asia in under three minutes, every Tuesday to Saturday morning. Follow the show on Spotify, Apple Podcasts or YouTube so you never miss an episode.

>>> Follow me on LinkedIn:

https://www.linkedin.com/in/endrit-cela/

>>> Follow me on Instagram:

https://www.instagram.com/endritcela_official/

Disclaimer for "Capital Markets Quickie" Podcast:

The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

The month ended with a real scare: the Nasdaq fell almost three percent to a near three-month low as Intel crashed around twenty-nine percent, its worst day ever, and even Amazon slipped despite strong AWS numbers because the market keeps punishing heavy AI spending. That sealed a losing week for all three US indices and the Nasdaq's worst month since March 2025, while oil hit its highest level since April ahead of the US midterms, and Bitcoin dropped after a billion-dollar Binance hack. The DAX still gained around two and a half percent for both the week and the month, helped by surprisingly cooler German inflation. Capital Markets Quickie is your daily stock market recap with Endrit Cela: Wall Street, Europe and Asia in under three minutes, every Tuesday to Saturday morning. Follow the show on Spotify, Apple Podcasts or YouTube so you never miss an episode.

>>> Follow me on LinkedIn:

https://www.linkedin.com/in/endrit-cela/

>>> Follow me on Instagram:

https://www.instagram.com/endritcela_official/

Disclaimer for "Capital Markets Quickie" Podcast:

The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

A day of extremes: Alphabet crashed around thirteen percent, its worst day since the IPO back in 2004, wiping out almost half a trillion dollars in market value and dragging the Nasdaq down, and then after the bell Amazon delivered with AWS growing thirty-nine percent, its fastest pace in almost five years. Meanwhile hot inflation data made a December rate hike look even more likely, and in Europe the ECB held rates steady while the DAX jumped above the twenty-six thousand mark for the first time since early September, with Christine Lagarde announcing she will step down early in February. Capital Markets Quickie is your daily stock market recap with Endrit Cela: Wall Street, Europe and Asia in under three minutes, every Tuesday to Saturday morning. Follow the show on Spotify, Apple Podcasts or YouTube so you never miss an episode.

>>> Follow me on LinkedIn:

https://www.linkedin.com/in/endrit-cela/

>>> Follow me on Instagram:

https://www.instagram.com/endritcela_official/

Disclaimer for "Capital Markets Quickie" Podcast:

The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

A packed Fed day: the Fed held rates at three point seven five to four percent in a ten to two vote, with two dissenters pushing for a hike and the market now pricing a December move as likely. After the bell came the big contrast: Microsoft jumped around four percent as Azure grew forty-eight percent, while Alphabet fell around eight percent as earnings missed despite Google Cloud doubling. Oracle surged on its twenty-thirty outlook, the Kospi exploded six percent higher on SK Hynix, and the DAX hit a five-week high as Deutsche Bank delivered another record profit. Today: Amazon and the ECB. Capital Markets Quickie is your daily stock market recap with Endrit Cela: Wall Street, Europe and Asia in under three minutes, every Tuesday to Saturday morning. Follow the show on Spotify, Apple Podcasts or YouTube so you never miss an episode.

>>> Follow me on LinkedIn:

https://www.linkedin.com/in/endrit-cela/

>>> Follow me on Instagram:

https://www.instagram.com/endritcela_official/

Disclaimer for "Capital Markets Quickie" Podcast:

The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Tech gained for a second straight day ahead of the big one: the Nasdaq rose more than one percent as chip stocks rallied around three percent and CoreWeave jumped around eight percent, while oil kept easing on hopes of de-escalation in the Middle East. Today brings the Fed decision plus earnings from Microsoft and Alphabet after the bell, with Amazon and the ECB following on Thursday. The DAX rose 0.7 percent ahead of the central bank decisions, with Porsche up and Mercedes down around four percent after a lowered outlook, while Asia rebounded strongly, led by the Kospi. Capital Markets Quickie is your daily stock market recap with Endrit Cela: Wall Street, Europe and Asia in under three minutes, every Tuesday to Saturday morning. Follow the show on Spotify, Apple Podcasts or YouTube so you never miss an episode.

>>> Follow me on LinkedIn:

https://www.linkedin.com/in/endrit-cela/

>>> Follow me on Instagram:

https://www.instagram.com/endritcela_official/

Disclaimer for "Capital Markets Quickie" Podcast:

The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

A fresh spark for the AI trade: AI company Anthropic filed for its IPO with a planned Nasdaq listing under the ticker ANT, helping the Nasdaq gain almost one percent as oil prices finally eased. Tesla jumped around six percent on a Barclays upgrade, Range Resources surged on a fifty-billion-dollar takeover by EQT, and the big week lies ahead: the Fed decides on Wednesday, the ECB on Thursday, and Microsoft, Alphabet and Amazon report. The DAX rose almost one percent as the Ifo business climate improved for the sixth month in a row, with Bayer leading on strong drug data. Capital Markets Quickie is your daily stock market recap with Endrit Cela: Wall Street, Europe and Asia in under three minutes, every Tuesday to Saturday morning. Follow the show on Spotify, Apple Podcasts or YouTube so you never miss an episode.

>>> Follow me on LinkedIn:

https://www.linkedin.com/in/endrit-cela/

>>> Follow me on Instagram:

https://www.instagram.com/endritcela_official/

Disclaimer for "Capital Markets Quickie" Podcast:

The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

A wild earnings week ended on a sour note: the Dow fell more than one percent on Friday as Brent crude jumped to a six-month high of almost 117 dollars on Middle East escalation fears, hitting airlines hard. The weekly scoreboard shows the S&P 500 and Nasdaq with their second straight losing week despite strong results from Meta, Tesla, IBM and SAP, because the market now wants proof that the AI billions will pay off. The DAX lost 1.7 percent on the week, weighed down by weak eurozone data and worries about France, and next week brings the Fed and ECB decisions. Capital Markets Quickie is your daily stock market recap with Endrit Cela: Wall Street, Europe and Asia in under three minutes, every Tuesday to Saturday morning. Follow the show on Spotify, Apple Podcasts or YouTube so you never miss an episode.

>>> Follow me on LinkedIn:

https://www.linkedin.com/in/endrit-cela/

>>> Follow me on Instagram:

https://www.instagram.com/endritcela_official/

Disclaimer for "Capital Markets Quickie" Podcast:

The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.