Jared Holes

Gene Munster, Managing Partner at Deepwater Asset Management, dissects Meta and Microsoft’s strong earnings, highlighting AI’s role in Azure’s growth. Loretta Mester, former President of the Cleveland Fed, discusses the Federal Reserve’s strategies amid rising Treasury yields. Meanwhile, Jared Holes of Mizuho analyzes Eli Lilly's disappointing Q3 results, questioning whether the euphoria over weight loss drugs is waning. Together, they explore the shifting landscape of tech performance and its broader economic implications.

Brandon Oglensky, a senior equity research analyst at Barclays known for analyzing UPS, joins Jared Holes, Mizuho's health care equity strategist focusing on Viking Therapeutics, and Alex Sherman, a CNBC sports reporter. They discuss the current market's crucial charts as the Dow faces its fourth straight loss. A highlight is Viking's surge, driven by its promising obesity drug VX2735. The traders also explore the dynamics between delivery services like UPS and key industry trends, making for an insightful market analysis.