Closing Bell Closing Bell 10/31/25
Oct 31, 2025
Stephanie Link, an investment strategist and CNBC contributor, shares insights on mega-cap tech earnings and valuation concerns. Eric Woodring from Morgan Stanley discusses Apple's iPhone cycle and spending outlook, suggesting a potential growth resurgence. Jason Gay, a Wall Street Journal columnist, dives into the economic implications of recent college football coach firings and buyouts, spotlighting the professionalization of college sports. Tune in for a lively discussion on these pressing financial topics!
AI Snips
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Episode notes
AWS Re-Acceleration Shapes Market Narrative
- AWS re-acceleration is the week's biggest structural takeaway for the market narrative.
- Strong cloud growth from Amazon supports broader AI-driven capex and revenue expectations.
Enterprise ROI Is Turning Positive
- Enterprise ROI on generative AI appears to be shifting from negative to positive according to recent studies.
- If end users see returns, cloud capacity investments should produce sustained data company growth.
Meta's Spending Shows Early Monetization
- Meta's heavy AI spending is starting to show monetization in advertising and time spent gains.
- Stephanie Link argues those metrics justify the investment despite margin and expense concerns.