Microsoft, Meta Fall After Earnings While Alphabet Jumps; David Zervos on Fed, Powell 10/29/25

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What will these final two months of trading hold for investors? We discuss with Trivariate’s Adam Parker, NewEdge Wealth’s Cameron Dawson and Invesco’s Brian Levitt. Plus, Amazon surged following its first-ever deal with OpenAI. Big Technology’s Alex Kantrowitz breaks down what he thinks this partnership could mean for the AI arms race. Goldman Sachs’ Tony Pasquariello reveals his message to investors as we kick off a new trading month. And, star analyst Dan Ives tells us why he’s raising his price target on Palantir ahead of that company’s earnings in Overtime.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A huge night for markets as Amazon, Apple, Reddit, and Coinbase all report earnings. Barbara Doran of BD8 Capital and Kevin Gordon of Charles Schwab discuss the broader market reaction, while Rohit Kulkarni of Roth MKM breaks down Amazon’s results. Dan Ives of Wedbush and Patrick Moorhead of Moor Insights analyze Apple. David Sewell, CEO of Solstice Advanced Materials, joins to discuss the debut of the Honeywell spinoff.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are investor expectations – and magnificent 7 stock prices – set too high as these companies try to justify massive AI spending? Or is this just a pause in the AI-propelled rally? We discuss with Big Technology’s Alex Kantrowitz, Requisite Capital’s Bryn Talkington and Odyssey Capital’s Jason Snipe. Plus, it’s not just about earnings. We discuss the other big catalysts for stocks and what could be at stake for your money as we head into year end with NewEdge Wealth’s Cameron Dawson and Palumbo Wealth Management’s Phil Palumbo. And, Doug Clinton from Intelligent Alpha gets us set up for Amazon and Apple results.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Morgan Brennan sits down with Ashley Pilipiszyn, CEO and founder of Besxar, a startup that just emerged from stealth with a bold mission — manufacturing semiconductors in space. Pilipiszyn explains how Besxar’s autonomous “fab ships” leverage the ultra-high vacuum of space to create ultra-pure wafers and substrates — the foundation for every advanced chip powering AI, data centers, and defense systems. They discuss the company’s upcoming launch campaign with SpaceX and why space-based manufacturing could dramatically cut costs while securing domestic chip supply chains. Pilipiszyn also shares how her time at OpenAI and SLAC National Lab inspired this fusion of AI, materials science, and orbital production — and why she believes in-space manufacturing is American manufacturing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It’s one of the biggest earnings days of the quarter, with Google, Meta, Microsoft, Starbucks, and Chipotle all reporting. Stephane Link of Hightower Advisors and Mike Santoli break down the results. Brent Thill of Jefferies weighs in on Microsoft’s quarter and tells us why the stock is lower. Gil Luria of DA Davidson offers his take on Google and Meta. David Zervos of Jefferies puts the latest Fed meeting in context for investors and offers his analysis of Powell’s presser.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

DoubleLine Capital’s Jeffrey Gundlach gives his first, instant reaction to the Fed decision and Chair Powell’s news conference. He breaks down his forecast for stocks and the economy. Plus, it’s a big afternoon for big tech. Meta, Alphabet and Microsoft all report in Overtime. We break down what to watch and discuss with experts Mike Santoli, Big Technology’s Alex Kantrowitz and NewEdge Wealth’s Robert Sechan.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks notch fresh record highs as investors weigh Big Tech’s next moves and massive AI investments. Brent Schutte of Northwestern Mutual and Malcolm Ethridge of Capital Area Planning Group break down what’s driving the rally. Mackenzie Sigalos reports on Amazon’s sweeping AI push and major job cuts, while Vivek Arya of Bank of America shares insights from Jensen Huang and Lisa Su on the state of semiconductors and the demand picture. We also hear from Check Point CEO Nadav Zafrir on earnings and Nvidia partnership news. Starbucks’ struggles with Jacob Aiken-Phillips of Melius Research. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.