Wall Street Soars, Midterms Shake Up AI Race, Prediction Markets Win | Diet TBPN

Sign up for TBPN’s daily newsletter at TBPN.com Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN: https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive Chapters: 00:00 Democrats Take Congress + The Post-Election Market Rally 04:06 Prediction Markets Nail the Midterms? + The Texas Upset 08:03 Data Center Bans Sweep the U.S. + California’s Wealth Tax Fails 10:20 Neo-Clouds Under Pressure + Why Hyperscalers Could Win 15:12 Nvidia, China + Where the AI Data Center Boom Goes Next 22:44 Elliott Warns of “FOGO” + The Next Stock Market Crash? 26:57 Ferrari’s 2028 Order Backlog + Europe’s Art Heist Paradox