Previewing Big Tech Earnings, Anthropic IPO Announcement, Countdown to Midterms 10/26/26

Stocks are higher across the board as semiconductor makers rally after Anthropic’s IPO filing revived enthusiasm for the artificial intelligence trade. Kelly Evans and Brian Sullivan are joined on-set by Yardeni Research President, Ed Yardeni, and Oppenheimer Head of Technical Analysis, Ari Wald, to give their investing strategies ahead of a busy slate of tech earnings and the Fed’s interest rate decision on Wednesday afternoon. CNBC’s Leslie Picker reports on the latest from Anthropic’s S-1 filing and Yorkville Ives & Co’s Dan Ives joins the anchors on set to break down some of the latest tech headlines from Meta, Microsoft, and Alphabet. Later, Monica Guerra, Morgan Stanley Wealth Management Head of Policy, provides her investing playbook with just over a week to go until the midterm elections as Democrats look to take back both chambers of Congress from Republicans.