Episode notes
AFTER THE BELL — THE GRID IS THE NEW BOTTLENECK
Tuesday, October 6
The S&P 500 and Nasdaq set record closing highs while small caps lagged and long-term borrowing costs stayed above 5%. Boujie breaks down a widening U.S. trade deficit, the day's biggest meaningful movers, what to watch in Wednesday's Fed minutes and Treasury auction, and why the AI buildout is turning power, imported capital equipment and long-duration infrastructure into the next market bottlenecks.
Regular-session movers covered: Option Care Health, Constellation Energy, Marvell Technology, AMD and Globe Life.
After-hours development: Constellation Brands earnings, clearly separated from the regular-session close.
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