René Haas, CEO of Arm, discusses the semiconductor outlook amidst fluctuating smartphone sales. Palmer Luckey, founder of Anduril, offers insights on how election results may reshape defense technology. Dan Ives from Wedbush Securities analyzes tech stock performance in light of the political landscape. Noelle Acheson delves into crypto market reactions and potential regulations post-election. Max Chafkin evaluates the impact of these outcomes on Elon Musk's ventures, highlighting the intersection of technology and politics.