In this discussion, guest Jeffrey Gundlach, founder of DoubleLine Capital, shares insights on the Fed's recent decision and its implications for stocks, emphasizing a need to reassess December rate-cut odds. Rob Sechan, from NewEdge Wealth, talks about big tech earnings, spotlighting Meta’s AI-driven ad strategies and Alphabet's cloud performance. CNBC's Julia Borsten highlights key metrics for Meta while the panel debates which tech giant has the most on the line, with Meta's future in the balance against evolving AI challenges.