EPISODE · Oct 28, 2025 · 43 MIN
SOTS 10AM: Ray Dalio on AI, Ken Moelis Sees Trillions in Value Ahead, Why Microsoft Popped 10/28/25
from Squawk on the Street · host CNBC
Stocks traded at record highs as the Fed meeting gets underway and the AI boom rolls on. Famed investor Ray Dalio joins Sara Eisen at the FII Summit in Riyadh, Saudia Arabia, to talk about whether he sees a bubble in AI, and the potential similarities in the market to the late 1920s. Dealmaker Ken Moelis also joined from Riyadh, with a rosy outlook on the M&A market, saying we could be on the brink of a boom. Plus - the news that sent Microsoft back above 4 trillion dollars in market cap, and what drove the pops in UPS, Skyworks, and Wayfair.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What this episode covers
Stocks traded at record highs as the Fed meeting gets underway and the AI boom rolls on. Famed investor Ray Dalio joins Sara Eisen at the FII Summit in Riyadh, Saudia Arabia, to talk about whether he sees a bubble in AI, and the potential similarities in the market to the late 1920s. Dealmaker Ken Moelis also joined from Riyadh, with a rosy outlook on the M&A market, saying we could be on the brink of a boom. Plus - the news that sent Microsoft back above 4 trillion dollars in market cap, and what drove the pops in UPS, Skyworks, and Wayfair. Squawk on the Street Disclaimer
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SOTS 10AM: Ray Dalio on AI, Ken Moelis Sees Trillions in Value Ahead, Why Microsoft Popped 10/28/25
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