CEO Grasso Global | Wall St/NYSE pedigree | CNBC Fast Money regular | Advisor to corporate boards | Keynote speaker at conferences & business roundtables
New York
Joined May 2011
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Tech rebounding today as investors buy the dip in battered AI stocks. @CarterBWorth, @Bonawyn, @grassosteve and @Michael_Khouw discuss the market’s next move.
cnbc.com/video/2026/11/06/fa…
Steve Grasso retweeted
Markets in rally mode on the back of Democrats' big midterm gains—but can the post-election euphoria keep going? @timseymour, @karenfinerman, @grassosteve and @CourtneyDoming debate.
cnbc.com/video/2026/11/04/fa…
A special edition of Final Trades as we celebrate the one and only @MelissaLeeCNBC (with some help from Dan and @GuyAdami) 🎉🎂
@timseymour, @karenfinerman, @CourtneyDoming and @grassosteve go around the horn. $MCD $LLY $MLPX $CAT
cnbc.com/video/2026/11/04/fa…
While stocks love the year after a midterm, higher 12 months later every time since 1946.
Crypto may sit this one out. A Democratic sweep leaves the CLARITY Act almost certainly dead with Warren chairing the Banking Committee.
JUST TO PUT SOME NUMBERS ON OUTCOMES.
SINCE THIS IS THE SCENARIO MOST ARE PREDICTING..
Republican president, Democratic Congress: plus 16.1% 12 MONTHS OUT, 7 cases
When the market was already up going into the midterm, the average gain in the 12 months after Election Day is 11.8%, vs 18.4% when the market arrived down.
Positive in both cases, every time since 1946.
Republican president, Republican Congress: plus 16.0%, 1 case
Democratic president, Democratic Congress: plus 15.9%, 4 cases
Democratic president, Republican Congress: plus 13.3%, 4 cases
Split Congress: plus 12.8%, 4 cases
All 20 midterms: higher 20 of 20, average plus 14.8%
Steve Grasso retweeted
Final Trade! Here’s what @timseymour, @karenfinerman, Michael Schumacher and @grassosteve are trading. $PFE $GOOGL $PYPL
cnbc.com/video/2026/11/03/fi…
Steve Grasso retweeted
Are we beginning to see some cracks in the AI trade?
@timseymour, @karenfinerman, Michael Schumacher and @grassosteve discuss what this earnings season is showing.
cnbc.com/video/2026/11/03/fa…
JUST TO PUT SOME NUMBERS ON OUTCOMES.
SINCE THIS IS THE SCENARIO MOST ARE PREDICTING..
Republican president, Democratic Congress: plus 16.1% 12 MONTHS OUT, 7 cases
When the market was already up going into the midterm, the average gain in the 12 months after Election Day is 11.8%, vs 18.4% when the market arrived down.
Positive in both cases, every time since 1946.
Republican president, Republican Congress: plus 16.0%, 1 case
Democratic president, Democratic Congress: plus 15.9%, 4 cases
Democratic president, Republican Congress: plus 13.3%, 4 cases
Split Congress: plus 12.8%, 4 cases
All 20 midterms: higher 20 of 20, average plus 14.8%
Steve Grasso retweeted
. @timseymour @CarterBWorth @grassosteve and @GuyAdami react to Friday's tech selloff
cnb.cx/4A3Ua5d
Energy companies post blowout quarters. @timseymour @CarterBWorth @grassosteve and @GuyAdami react to the moves.
$XOM $CVX
cnb.cx/3UpK4ME
Final Trade!
Here's what @timseymour @CarterBWorth @grassosteve and @GuyAdami are trading.
$GOOGL $TPR $NOW $DVN
cnb.cx/4zl3dyw
Final Trade!
Here's what @karenfinerman @GuyAdami @timseymour and @grassosteve are trading.
$GM $GOOGL $HWM $ORCL
cnb.cx/4eRJgXR
Boeing shares see worst day since 2020. @karenfinerman @GuyAdami @timseymour and @grassosteve discuss the move.
$BA
cnb.cx/4i8Lm83
Stock Movers: Visa, UPS, General Motors. @karenfinerman @GuyAdami @timseymour and @grassosteve break it down.
$V $UPS $GM
cnb.cx/3UlfKCP
Robinhood shares continue to sink in extended trading. @karenfinerman @GuyAdami @timseymour and @grassosteve discuss the move.
$HOOD
cnb.cx/4BKIZQC
Add the data center panic to that list. Election season fever, nothing more. No legislation. No law. Anywhere. Two governors paused permits. That is the entire moratorium wave, and it most likely subsides the day after the midterms too.
MORGAN STANLEY SEES POST-ELECTION MARKET REBOUND
Morgan Stanley's Michael Wilson expects the current equity correction to end as several major risks clear, including the U.S. midterm elections.
S&P 500 targets:
🔸 Near-term downside: 7,100–7,200
🔸 Year-end base case: 8,000
Wilson identifies three catalysts: AI financing concerns, midterm elections and tightening financial conditions.
The key takeaway: Liquidity remains the biggest near-term risk, but a potential Fed pivot could trigger a market rebound. Morgan Stanley notes that midterm elections have historically been followed by strong 6–12-month equity returns.
Related tickers: $SPY , $QQQ , $IWM , $TLT
Source: Morgan Stanley — Michael Wilson
Final Trades!
Here’s what @GuyAdami, Dan Nathan, @KarenFinerman and @GrassoSteve are trading.
$PFE $GOOGN $CPRI $AMT
cnbc.com/video/2026/10/22/fa…
Tech stocks under pressure as $XLK slides and $CRWV sinks!
@GuyAdami, Dan Nathan, @KarenFinerman and @GrassoSteve unpack today’s tech sell-off:
cnbc.com/video/2026/10/22/fa…