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Wall Street Roundup: is this time really different?

EPISODE · Oct 31, 2025 · 15 MIN

Wall Street Roundup: is this time really different?

from Wall Street Breakfast · host Seeking Alpha

Highly divided Fed meeting (0:45). Amazon earnings, layoff concerns (2:35). Meta's pretty good earnings; difference between Meta and Alphabet (6:00). Apple a wait and see situation (9:10). Fascinating Caterpillar, under the radar AI play (10:00). Palantir, AMD earnings coming next week; no jobs report (11:50). Nvidia hits $5T (13:15).Episode transcripts: seekingalpha.com/wsbShow links: Nasdaq rallies higher on Amazon earnings; S&P 500 and Dow also climbMeta anticipates CapEx dollar growth to rise notably in 2026 with AI investmentsTake the quiz: Investment News Quiz - Friday, Oct. 31Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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Wall Street Roundup: is this time really different?

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