Why John Stolzfus Stays Bullish
Oppenheimer Asset Management Chief Investment Strategist John Stoltzfus remains bullish, pointing to earnings and revenue growth, resilient jobs and consumer demand, while flagging data centers as an issue to watch.
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Oppenheimer Asset Management Chief Investment Strategist John Stoltzfus remains bullish, pointing to earnings and revenue growth, resilient jobs and consumer demand, while flagging data centers as an issue to watch.
Clear Secure (NYSE:YOU) reported third-quarter 2026 revenue of $292.9 million, up 27.8%, as membership growth and identity verification demand increased.
SolarEdge Technologies (NASDAQ:SEDG) reported third-quarter 2026 revenue of $326.1 million, down 4.1%, although adjusted earnings exceeded Wall Street expectations.
In one of the few bright spots for Republicans on election night, Byron Donalds won the governor's race in Florida to replace Ron DeSantis. The congressman was handpicked by President Donald Trump to run. He squeaked by Democrat David Jolly to become Florida's first Black governor.
Datadog (NASDAQ:DDOG) reported third-quarter 2026 revenue of $1.20 billion, up 35%, as demand for its cloud monitoring and security platform increased.
Marc Short, former chief of staff to former VP Mike Pence, reflects on the Republican party's performance in the 2026 US midterm election, calling it "a repudiation of the last two years" under President Donald Trump. He speaks on "Bloomberg Surveillance."
Former Chicago Mayor Rahm Emanuel calls the election a repudiation of President Trump, not a full endorsement of Democrats. He says Democrats should move quickly on ethics reform, cost-of-living concerns, and other shared priorities to keep independents and non-MAGA Republicans in their coalition. He also weighs in on the party's future and a possible 2028 run.
Haverty Furniture Companies (NYSE:HVT) reported third-quarter 2026 sales of $203.2 million, up 4.5%, as comparable-store sales increased 4.1%.
Solstice Advanced Materials (NASDAQ:SOLS) reported third-quarter 2026 net sales of $1.046 billion, up 8%, supported by electronic materials and refrigerants demand.
Vishay Precision Group (NYSE:VPG) reported third-quarter 2026 adjusted revenue of $87.4 million, up 9.6%, as orders exceeded $100 million.
Libby Cantrill, head of public policy at Pimco, offers historical perspective on the 2026 midterm election and looks ahead to what the results could mean for US policy and future control of the House and Senate. She speaks on "Bloomberg Surveillance."
Timken (NYSE:TKR) reported third-quarter 2026 sales of $1.21 billion, up 4.7%, while adjusted earnings increased to $1.65 per share.
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