Squawk on the Street Earnings Parade: Meta and Microsoft Slide, Alphabet Surges, Starbucks and Eli Lilly CEO 10/30/25
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Oct 30, 2025 
Brian Niccol, CEO of Starbucks, discusses the company's impressive turnaround strategy, including their successful Green Apron service and expansion plans in China. David Ricks, CEO of Eli Lilly, shares insights into the strong performance of their weight-loss drug Mounjaro and hints at the potential impacts of an upcoming oral pill. Both leaders explore consumer trends and the competitive landscape in their respective industries, offering fascinating glimpses into the future of food and health.
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Meta Doubles Down On AI Compute
- Meta is increasing AI and CapEx aggressively despite investor pushback about spending.
- Jim Cramer argues Zuckerberg's compute build could pay off by enabling high-quality video and ad revenue.
Cloud Spending Shows Clear Returns
- Alphabet and Microsoft show clear cloud-related returns while Meta's spend lacks direct cloud revenue offset.
- Google Cloud and Azure growth signal real monetization of AI-capacity investments.
Prioritize Service Before Marketing
- Starbucks launched 'Green Apron Service' and saw improved transactions and customer feedback quickly.
- Brian Niccol recommends executing service standards and staffing before layering marketing and menu innovation.