EPISODE · Nov 1, 2025
Earnings & Fed Cut: Market’s Make-or-Break Week
from Pickers Market · host Keith Gangl, Lisa Schreiber and Tyler Ellegard
Dive into one of the biggest weeks for markets with us. With a Fed rate cut likely and the biggest names in tech — Meta, Microsoft, Alphabet, Amazon, and Apple — set to report their quarterly earnings, this could be the make-or-break moment for market momentum. We’ll unpack what a Fed cut really means without fresh jobs data, whether AI spending is living up to the hype, and why investors are starting to question if we’re heading for another bubble — or just the next leg higher. Join Keith Gangl, Kyle Bergacker, and Lisa Schreiber for a look at what’s driving markets this week — the Fed and Big Tech earnings.
What this episode covers
Dive into one of the biggest weeks for markets with us. With a Fed rate cut likely and the biggest names in tech — Meta, Microsoft, Alphabet, Amazon, and Apple — set to report their quarterly earnings, this could be the make-or-break moment for market momentum. We’ll unpack what a Fed cut really means without fresh jobs data, whether AI spending is living up to the hype, and why investors are starting to question if we’re heading for another bubble — or just the next leg higher. Join Keith Gangl, Kyle Bergacker, and Lisa Schreiber for a look at what’s driving markets this week — the Fed and Big Tech earnings.
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Earnings & Fed Cut: Market’s Make-or-Break Week
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