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11AM: Alphabet Plunges After Earnings, Shell CEO on Q3 Results & Thrive Holdings Partner on ADT Deal 10/29/26

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Citi's Head of AI Research Heath Terry joins to discuss the impact of big tech earnings on the broader AI trade as Alphabet shares sink post-results. Then, Shell CEO Wael Sawan breaks down the company's latest quarter where profit nearly doubled. Plus, we speak to Thrive Holdings Partner Kareem Zaki on their acquisition of ADT for more than $7 billion in equity value.

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