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Download this episode on Apple Podcasts / Spotify or listen below:

Buy the dip market reaction (1:00) AI trade still in focus (6:45) All eyes on Fed this week (2:20) Anthropic files S-1 (3:30) SpaceX's debt deal for GPUs (5:00)

Transcript

Rena Sherbill: Good afternoon, everybody. It is Monday, October. It is Monday, October 26th, midday.

Hopefully you heard Kim Khan on this morning's Wall Street Breakfast podcast . This afternoon, we are here with Mr. Chris Ciaccia, our tech editor on Seeking Alpha's news team. U.S. stocks have advanced ahead of some more key tech earnings.

For followers of our Investing Experts Podcast, we had you on last week talking some interesting reactions to some positive reports.

What would you say about the markets this Monday afternoon ahead of a midweek Fed decision which seems to be affecting things as well?

Chris Ciaccia: We're seeing a little bit of a buy the dip reaction. Stocks sold off pretty heavily last week, especially the NASDAQ.…