SOTS 10AM: Palantir Pulls Back, Kostin’s Red Flag Warning, Ted Leonsis on the Enduring Power of Sports 11/4/25

Stocks pulled back in early trading but came off the lows during the hour, as Palantir fell and volatility rose. Goldman Sachs Chief US Equity Strategist David Kostin joins with a red flag for the market that he’s seeing from earnings season. Seema Mody gives an update on Wall Street’s reaction to Palantir’s quarter, and harsh comments from CEO Alex Karp towards investors who are shorting his stock. Meantime the CEO of air taxi company and new IPO Beta Technologies joins ahead of the stock’s first trade. Plus Washington Capitals owner Ted Leonsis on the enduring power of sports ratings, and new developments in the bidding war for biotech company Metsera. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.