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Closing Bell

Closing Bell Overtime: Tesla Earnings; CEO Interviews with EQT & Alcoa 10/22/25

Closing Bell

CNBC

Business, News

4.8118 Ratings

🗓️ 22 October 2025

⏱️ 44 minutes

🧾️ Download transcript

Summary

A jam-packed earnings day brings major market movers. Barbara Doran of BD8 Capital joins to break down the action alongside Mike Santoli, while Craig Irwin of Roth Capital reacts to Tesla’s results. We’ll also hear from Toby Rice, CEO of EQT, on natural gas and energy dynamics, and Greg Tuorto of Goldman Sachs on how to play small caps. Alcoa CEO William Oplinger weighs in before the earnings call on the company’s latest quarter.

Transcript

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0:00.0

That's the under regulation. The Wisconsin School Business Ringing the closing belt, the New York Stock Exchange.

0:05.0

BTC development doing the honors of the NASDAQ. Stocks lower today, but off-session lows. The Dow losing 300 points, down half a percent on the S&P 500. The NASDAQ down about 1%.

0:17.0

Slightly bigger loss for the Russell 2000. Tech, the worst performing sector on the S&P 500 today.

0:23.5

Communication services led lower by Netflix.

0:26.3

Staples and healthcare were the best performing sectors given the fact that this was a more defensive, tilted market.

0:31.9

The yield on the 10-year note also holding steady today, a little bit below 4%, but there is economic data to look forward to.

0:39.2

We will get CPI on Friday a week late, plus gold turning around during the session higher now.

0:46.1

And of course, that's after a dramatic swoon yesterday.

0:48.4

Yeah, and that's the scorecard on Wall Street, but winter stay late.

0:50.7

Welcome to closing about overtime.

0:51.8

I'm John Ford alongside Morgan Brennan.

0:54.2

Ahead earnings from Tesla, the stock's up 33% in three months. Will the report justify the run-up?

1:00.4

We've got the numbers and instant reaction. Plus, we will hear from IBM as the race for AI dollars continues to intensify.

1:07.6

And Alcoa set to report this hour. The CEO will join us ahead of the conference call.

1:11.9

We're going to talk global demand and its new deal with the White House to build in Australia

1:16.2

as the race to produce rare earth minerals heats up. Yeah, Christina Parts and Nevelis is at the NASDAQ

1:21.5

with more on the markets in the meantime, though. Christina. I'm actually standing right behind you.

1:26.0

Ha! Surprise! Texas Instruments.

1:28.2

Let's talk about that name because shares did close up a little bit lower 6%. It's okay. I'm usually

1:32.4

at the NASDAQ. After missing on margins and guidance, the CEO said customer inventories are at

1:37.6

low levels and depletion is behind them, but customers just aren't restocking as aggressively as

1:41.9

expected. He called this one one one of the more moderate recoveries in the firm's history,

...

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