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Midterm election years bring plenty of political noise, yet history shows the fourth quarter and the year that follows have tended to deliver above-average stock returns.
Phil Rosen goes Inside the ICE House to unpack these seasonal patterns, including the strength that has typically followed October lows.
He also weighs whether AI has created a new market regime that could make decades of historical data less reliable. The conversation explores why October carries a reputation for crashes even though the month has averaged a gain. Rosen closes with his case for energy heading into 2027.
Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins.
Asian stocks fell and US equity index futures edged lower after the Nasdaq-100 Index entered a correction. Downbeat results from Palantir and Apple added to negativity in the tech trade.
US voters head to the polls in the US midterm elections, as President Trump faces the biggest political test of his second term as the Democratic Party targets control of Congress.
Plus, Iran President Masoud Pezeshkian said his government has been granted more authority by the country’s supreme leader to pursue peace talks, as President Donald Trump hinted at progress in negotiations.
Today's guest: George Pollack, Signum Global Advisors, Partner & Senior Analyst, US & Canada Policy.
Chapters:
00:00:00 - Daybreak Europe
00:00:15 - Tech Under Pressure
00:03:09 - Asian Stocks Drop on US Tech Jitters, Yuan Weakens
00:06:14 - US Tech Stocks Enter Correction on AI and Midterm Election Risks
00:10:33 - Palantir’s Outlook Signals a Slowdown in AI-Fueled Sales Growth
00:17:03 - Khamenei Empowers Talks as Trump Says Iran Deal Could Happen
00:19:10 - .S. Strikes Iran's Qeshm Island as Trump Talks Down War Risks
00:22:35 - Bravo: Ton of Value to be Unlocked With OpenAI
00:27:36 - Democrats Expected to Make Gains in US Midterms
00:30:46 - George Pollack, Signum Global Advisors, Partner & Senior Analyst, US & Canada Policy
00:36:56 - Impact for Companies With US Revenue Exposure
00:41:11 - Solomon: Very Robust Demand for AI Deals
00:45:07 - Gold Hovers Near One-Year Low
Democracy Now! is an independent global news hour that airs on over 1,500 TV and radio stations Monday through Friday. Watch our livestream at democracynow.org Mondays to Fridays 8-9 a.m. ET.
Subscribe to our Daily Email Digest: https://democracynow.org/subscribe
How is artificial intelligence changing the fan experience, and what does the future of sports engagement look like?
In this NYSE Live interview, Marissa Dacay, Global Vice President of Enterprise Marketing at Adobe, discusses the company's partnership with BWT Alpine Formula One Team and how artificial intelligence is helping transform sports marketing and fan engagement.
Kristen Scholer spoke with Dacay about AI-powered content creation, fan personalization, sports partnerships, digital experiences, generative AI, and evolving consumer behavior.
A significant portion of the discussion focuses on Adobe's strategy within the sports industry. Through partnerships with leading teams, leagues, and global brands, the company helps organizations create more meaningful and personalized relationships with fans.
The interview also explores Adobe's new role as the official AI fan experience partner of BWT Alpine Formula One Team. The collaboration leverages Adobe's technology platform to enhance content creation, audience engagement, and data-driven fan experiences.
Another major theme is personalization at scale. Sports organizations increasingly depend on data and AI tools to better understand fan interests and deliver tailored experiences across multiple channels.
The conversation further examines how AI is transforming content workflows. Adobe's technologies help organizations produce customized content more efficiently while supporting greater audience engagement and operational agility.
The interview also highlights changes in digital discovery. As consumers increasingly interact with brands through AI-powered search platforms and large language model experiences, businesses must adapt their strategies to remain visible and relevant.
Another key topic is fan participation. Today's audiences often want to do more than watch events unfold. They want to create, share, contribute, and become active participants in the communities surrounding their favorite teams and athletes.
The discussion also explores Adobe Express and its role in enabling user-generated content creation. These tools allow fans to design customized graphics, social media posts, and other digital content connected to teams, players, and events.
Additionally, Dacay discusses how generative AI is helping organizations foster stronger fan relationships by empowering users to actively tell their own stories and share their experiences across digital platforms.
The conversation further highlights the global appeal of Formula One and the opportunities for technology-driven fan engagement within one of the world's fastest-growing sports properties.
Another focus is the intersection of sports, technology, and business growth. Adobe believes enhanced digital experiences can drive stronger engagement, increase loyalty, and create new opportunities for brands and organizations.
Looking ahead, Dacay expects artificial intelligence, personalization, content innovation, and fan participation to remain central themes shaping the future of sports and entertainment experiences.
Throughout the discussion, Dacay shares perspectives on artificial intelligence, Formula One, sports marketing, customer experience, fan engagement, content creation, digital transformation, personalization, generative AI, and business growth.
Disclaimer: Informational content only. NYSE does not endorse or recommend investments, strategies, companies, products, or services discussed.
#NYSE#NYSELive#Adobe#MarissaDacay#Formula1#BWTAlpine#ArtificialIntelligence#FanEngagement#SportsMarketing#GenerativeAI#DigitalExperience#Technology
