Stocks fell on October 23, 2026, as the selloff spread beyond tech and American Express dragged the Dow after announcing it will cut 5% of its workforce. Apple and Nvidia traded places as the world's most valuable company, while Alphabet and Meta led the week's losses and defensive stocks led the market. Rainmaker Securities' Greg Martin explains why the IPO market is waiting on Anthropic, and Neuberger's Dan Flax makes the case for Big Tech's AI spending. Strategist Jim Paulsen warns that complacency about tech could be the market's biggest risk. Plus Morningstar's Matthew Dolgin on Musk's reported Skydance stake, Netflix and GTA 6, Placer.ai on early holiday shopping, Carbone Fine Food CEO Eric Skae, and what to watch from the Fed, Alphabet, Microsoft and Amazon. Market Domination, Market Domination Overtime and Asking for a Trend are live weekdays 3-5pm ET with Yahoo Finance Host Josh Lipton. 00:00 Rainmaker's Greg Martin: The IPO market waits on Anthropic 01:28 The midterms and the IPO window 02:12 Why IPOs may wait until after the election 08:12 Neuberger's Dan Flax on Big Tech's AI spending 09:37 Meta's $825 billion in commitments 11:21 Alphabet's cloud and TPUs 12:17 Reinventing search 12:39 Apple tops Nvidia 14:08 Is Nvidia still a growth story? 15:34 Anthropic or OpenAI? 16:17 Out Here: Tribeca 20:29 Closing bell: AmEx layoffs drag the Dow 20:47 Apple and Nvidia trade places 21:05 Alphabet and Meta lead the week's losses 21:49 Defensive sectors lead 22:08 Chip stocks' rough week 22:50 Cybersecurity stocks surge 24:15 SpaceX and Tesla 24:51 Equal weight vs. the S&P 500 26:09 Jim Paulsen on complacency and tech 27:34 Is a tech bear market coming? 28:19 How Paulsen would position 30:55 Where's the safe-haven trade? 32:05 Has oil peaked? 34:17 Why the post-midterm rally may disappoint 40:03 Morningstar's Matthew Dolgin on Musk's Skydance bet 41:36 Paramount Skydance vs. Netflix 42:55 Netflix's slowdown 44:23 YouTube's competition 46:00 GTA 6 and Take-Two 51:41 Placer.ai's R.J. Hottovy on early holiday shopping 53:03 Lots of shopping, less spending 53:54 Why malls are winning 55:28 Little luxuries 56:24 The winners: Warehouse clubs and off-price 1:01:18 Built Different: Carbone Fine Food CEO Eric Skae 1:04:03 From a water route to Arizona Iced Tea 1:08:32 The company that cost him $3.2 million 1:14:08 What to watch: The Fed, Alphabet, Microsoft and Amazon #StockMarket #Apple #Nvidia #MarketDomination #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571