Microsoft, Meta Fall After Earnings While Alphabet Jumps; David Zervos on Fed, Powell 10/29/25
Oct 29, 2025•46 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
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.
For the best experience, listen in Metacast app for iOS or Android