Stock Movers Meta, Chipotle, Comcast Fall After Earnings
6 snips
Oct 30, 2025 Denica Sokova, a Bloomberg News cross-asset reporter, dives into the recent struggles of Meta, Chipotle, and Comcast. She discusses Meta's stock drop linked to concerns over heavy spending and analyst downgrades. Chipotle faces its third outlook cut this year as diners reduce outings, indicating a shift in consumer spending. Comcast, meanwhile, reports a record decline in broadband subscribers, facing more challenges in the streaming landscape. Tune in for insights into these market movers!
AI Snips
Chapters
Transcript
Episode notes
Meta's Bond Frenzy Versus Stock Weakness
- Meta plans aggressive AI spending even as its stock plunged after earnings and outlook concerns.
- Investors bought $125 billion of Meta bonds showing strong bond demand despite equity weakness.
Fundamentals Fine, Valuation Under Pressure
- Meta's ad revenue and overall fundamentals remain solid despite downgrades and analyst worries.
- Analysts warned investors will struggle to rationalize Meta's PE amid heavy spending plans.
Chipotle Hits Consumer Weakness
- Chipotle cut its outlook for the third time as younger diners pulled back from eating out.
- Comparable-store sales missed expectations and the stock plunged as much as 22% intraday.