![](\"https:\/\/fortune.com\/img-assets\/wp-content\/uploads\/2026\/11\/GettyImages-2281327649-e1793699759171.jpg?w=2048\")
<\/p>\n<\/p>\n
Good morning. It\u2019s Election Day here in the U.S., and a shout-out to all of our readers who will make time to vote today, if they haven\u2019t already done so. Several of my editorial colleagues and I shared our thoughts on what\u2019s at stake for business leaders in this segment of the Fortune Daily show. (It starts at the 17:30 mark.) From AI policy to affordability measures, the political outcomes will shape how the U.S. and its companies compete.\u00a0<\/p>\n
The question is how much. Business leaders have long had to navigate a myriad of policies at the state and federal levels. Right now, concerns over valuations and a possible capital crunch are arguably worrying investors more than who controls Congress. While the frontier labs face growing scrutiny over their models and opaque financing, many CEOs are prioritizing security, safety, and speed because it\u2019s good for business.<\/p>\n
I\u2019m heading back from the annual gathering of senior leaders at Hewlett Packard Enterprise (HPE) in Miami this morning, where I spoke about leadership trends and also interviewed HPE CEO Antonio Neri about his take on the current business landscape. It\u2019s been a good year for the enterprise IT solutions business that spun off from HP in 2015, with HP Inc. retaining the printer and PC business. HPE recently cleared the last legal hurdle to complete its $14 billion acquisition of Juniper Networks. While its stock price has lost a quarter of its value over the past month, it\u2019s still up 112% so far this year.<\/p>\n
Like a lot of business leaders I meet, Neri is quick to distance himself from the fear of a bubble around AI. \u201cWe have zero exposure to that financing architecture that people are concerned about,\u201d he told me, referring to the circular equity, funding, and supply deals between chipmakers, hyperscalers, AI labs, and cloud providers. \u201cWe took a more brutal approach at the beginning of the cycle through policies on where not to go \u2026 2026 has been the year where we have built a foundation. We have a once-in-a-lifetime opportunity to break away. This is the window.\u201d\u00a0<\/p>\n
When it comes to the outcome of the midterms, Neri expresses the kind of sanguine view I hear from a lot of leaders right now: Business has to take the lead in areas like data privacy, sovereignty, security, and AI regulation because customers demand it. Prudence and innovation are ultimately rewarded, regardless of who is in office. Said Neri: \u201cExperience has taught me that eventually, time cures everything.\u201d<\/p>\n
Contact CEO Daily via Diane Brady at diane.brady@fortune.com<\/p>\n
Top leadership news<\/p>\n
Anthropic\u2019s growth slows as higher costs push it back to an operating loss<\/p>\n
Anthropic\u2019s revenue reached $17 billion in the third quarter, up 47% from the previous quarter. That\u2019s a slowdown from the 144% growth it posted in the second quarter. The company\u2019s updated IPO filing, which included the third quarter numbers, showed a $567 million operating loss as computing costs rose, though the company remained profitable on an adjusted basis.<\/p>\n
Apple beats sales expectations despite rising memory chip costs<\/p>\n
Apple reported $114.5 billion in quarterly revenue and $30.7 billion in profit, beating Wall Street expectations in John Ternus\u2019s first earnings report as CEO. Rising memory chip costs remain a concern.<\/p>\n
Palantir shares fall despite 96% revenue growth<\/p>\n
Palantir\u2019s quarterly revenue rose 96% to $2.3 billion, beating Wall Street expectations as its U.S. commercial business overtook U.S. government revenue for the first time. Shares fell 3.6% in after-hours trading, despite the company increasing its full-year revenue forecast.<\/p>\n
The markets<\/p>\n
S&P 500 futures are up 0.02% this morning. The last session closed down 0.51%. The STOXX Europe 600 was down 0.34% in early trading. The U.K.\u2019s FTSE 100 was down 0.44% in early trading. Japan\u2019s markets are closed today. South Korea\u2019s KOSPI was down 3.59%. China\u2019s CSI 300 was down 0.20%. Hong Kong\u2019s Hang Seng was up 0.57%. India\u2019s NIFTY 50 was up 1.58%. Bitcoin is down at $77k.<\/p>\n
Around the watercooler<\/p>\n
Following a sudden GOP slide, a top data scientist\u2019s model gives Democrats 90% odds of taking the Senate as Kansas trends blue in major shock by Shawn Tully<\/p>\n
The AI boom is facing another supply crunch. This time it\u2019s the amount of capital available to feed Silicon Valley\u2019s endless need for cash by Jason Ma<\/p>\n
Americans now spend nearly half of their budgets on food and housing alone, the biggest share in 15 years by Joshua Hong<\/p>\n
After topping 2024\u2019s donor list, Elon Musk said he\u2019d do \u2018a lot less.\u2019 Since then, he\u2019s given more than George Soros has personally in his lifetime by Catherina Gioino<\/p>\n
The Pentagon is investigating if rogue freezers are tied to cyberattacks in France. Another wave of hacks is hitting supermarkets across Europe by Sasha Rogelberg<\/p>\n
CEO Daily is curated and edited by Joseph Abrams, Jason Ma, Claire Zillman, and Lee Clifford.<\/p>\n
#HPE #CEO #exposure #AIs #financing #web<\/p>\n","protected":false},"excerpt":{"rendered":"
Good morning. It\u2019s Election Day here in the U.S., and a shout-out to all of…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[245],"tags":[1349,585,1277,3339,5994,22604,4543],"_links":{"self":[{"href":"https:\/\/stock999.top\/index.php?rest_route=\/wp\/v2\/posts\/19656"}],"collection":[{"href":"https:\/\/stock999.top\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stock999.top\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stock999.top\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/stock999.top\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=19656"}],"version-history":[{"count":0,"href":"https:\/\/stock999.top\/index.php?rest_route=\/wp\/v2\/posts\/19656\/revisions"}],"wp:attachment":[{"href":"https:\/\/stock999.top\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=19656"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stock999.top\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=19656"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stock999.top\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=19656"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}