Squawk on the Street Squawk on the Street 2nd Hour 10/31/25
4 snips
Oct 31, 2025 Mona Mahajan, Head of Investment Strategy at Edward Jones, shares insights on the macroeconomic outlook, Fed policies, and labor market trends, emphasizing their implications for real estate. Tony Wong, Portfolio Manager at T. Rowe Price, delves into tech earnings and the future of AI investing. Lastly, Steve Leisman, Senior Economics Reporter for CNBC, analyzes dissent within the Fed and its possible effects on the market. Tune in for a dynamic discussion on critical market movers!
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AWS Rebound Validates Heavy AI Infrastructure Bets
- Amazon's AWS surged with 20% growth, proving its cloud and AI infrastructure bets are working.
- The company targets $125B capex this year and projects sustained momentum into Q4.
iPhone 17 Strong, Siri To Get AI Partners
- iPhone 17 demand exceeded supply constraints, with Apple saying it could have sold more units.
- Apple expects its best-ever December quarter and plans AI integration into Siri via partnerships.
Monitor Tariff Effects Over The Next Few Months
- Expect tariff effects to play out over the next 3–6 months and monitor goods inflation closely.
- Watch companies' supply-chain responses, as many have absorbed or diversified around tariffs.