11AM Hour: Mondelez CEO, Looking Ahead to the Midterms & Apple Earnings on Deck 11/2/26
Summary
This episode covers Anthropic’s amended S-1 filing and OpenAI’s reduced fundraising target amid AI market volatility, alongside a discussion with Roundhill’s Drew Pettit on tech sector dynamics. Mondelez CEO Dirk Vandeput joins to review strong Q3 earnings, emerging market growth, and the acquisition of Undercover Snacks. The show concludes with an analysis of the upcoming midterm elections and their potential impact on fiscal policy, featuring former IMF official Gita Gopinath.
Topics discussed
Janice Henderson sponsor introduction
Show open and agenda: AI trade and Mondelez
Market overview: S&P, Nasdaq, and yields
Anthropic IPO: S-1 update and financials
OpenAI fundraising target reduced to $20B
Interview: Drew Pettit on AI volatility and credit
Sponsor segments: Vantage Score and Gemini
Apple earnings preview and AI capabilities
Sponsor segments: Gemini and SimpliSafe
Interview: Mondelez CEO on snacking and strategy
Midterm election preview and policy impact
News update: Tech stocks and legal news
Midterm race analysis and key deadlines
Interview: Gita Gopinath on global economy
Marvell-Lumentum deal and market reaction
Disclaimer and closing sponsor
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