Dia Drabosa, a financial journalist, shares insights on Alphabet's latest earnings, highlighting strong performance in advertising and AI's role in growth. Gene Munster, a Deepwater analyst, discusses the competitive AI landscape and regulatory challenges. Seema Modi provides a rundown of AMD's earnings, tying it to broader tech trends. Kate Rogers offers an analysis of Chipotle's mixed results against the backdrop of rising interest rates. The conversation also touches on the upcoming presidential race and its potential impacts on markets.

Kate Rogers, CNBC reporter, discusses the E. coli outbreak affecting McDonald's while examining its impact on the brand's reputation and stock performance. Rick Santelli shares insights on the influence of interest rates ahead of the elections. Phil LeBeau analyzes the critical Boeing machinist union vote, expressing uncertainty about its outcome. Dr. Kavita Patel underscores the health implications of the outbreak, emphasizing consumer caution. Together, they connect these corporate challenges to broader market trends as the election approaches.