Chip stocks in focus, preparing for the election: Catalysts

Seana Smith and Madison Mills take a closer look at the top stories moving the market on Catalysts.

September's existing home sales fell to 3.84 million units, missing estimates and marking a 14-year low. EY senior economist Lydia Boussour and Charles Schwab chief global investment strategist Jeffrey Kleintop sit down with the Catalysts team to discuss what the report signals about the housing market and the US economy.

Arm Holdings (ARM) has reportedly given Qualcomm (QCOM) a 60-day notice of termination for its architectural license agreement, fueling the ongoing feud between the pair of companies in the semiconductor space. The Catalysts team breaks down what investors need to know.

Taiwan Semiconductor Manufacturing Company (TSM) stock is in focus as the company formally denied reports that it is under investigation in the US for its dealings with Chinese company Huawei. Investors watch dominant chipmaker Nvidia's stock move after CEO Jensen Huang said a design flaw in its Blackwell AI chips has been fixed.

Citi US beverages and HPC lead analyst Filippo Falorni explains why he's bullish on Coca-Cola (KO) as the stock is under pressure following the company’s earnings report.

With the election less than two weeks away, UBS Global Wealth Management ElectionWatch co-lead Kurt Reiman outlines his election expectations and what it means for the market.

Puck News founding partner Bill Cohan discusses what a role for JPMorgan (JPM) CEO Jamie Dimon in a potential Harris administration may look like following reports the CEO is considering a position in government.

Trump Media & Technology Group (DJT, DJTWW) continue to rally as investors gauge former President Donald Trump's odds of a second term.

This post was written by Naomi Buchanan.

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