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Closing Bell

Earnings Avalanche: Amazon & Apple 10/30/25

Closing Bell

CNBC

Business, News

4.8118 Ratings

🗓️ 30 October 2025

⏱️ 43 minutes

🧾️ Download transcript

Summary

A huge night for markets as Amazon, Apple, Reddit, and Coinbase all report earnings. Barbara Doran of BD8 Capital and Kevin Gordon of Charles Schwab discuss the broader market reaction, while Rohit Kulkarni of Roth MKM breaks down Amazon’s results. Dan Ives of Wedbush and Patrick Moorhead of Moor Insights analyze Apple. David Sewell, CEO of Solstice Advanced Materials, joins to discuss the debut of the Honeywell spinoff.

Transcript

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0:00.0

That bell marks the and a regulation. Bitwise asset management winning the Pilsenbell at the New York Stock Exchange.

0:06.9

Navandu, and stocks are lower across the board. The Dow with only a small loss, gains in financials helping there.

0:14.7

The S&P down about a percent, and the NASDAQ losing a little more than one and a half percent.

0:20.6

That's after results from three tech giants last night here on overtime.

0:23.6

Google Pan Alphabet soaring to an all-time high.

0:26.6

Microsoft down nearly 3 percent, but meta just getting crushed down a little more than 11 percent.

0:32.6

That makes it its worst day in three years.

0:34.6

We're going to look at why the street is treating these three so differently. And we've got two fresh MAG7 reports this hour from the two worst

0:43.1

performers in that group so far this year. Amazon results crossing any minute. We're going to get

0:47.6

Apple at 430 Eastern, and we've got a great lineup of guests to react. Meanwhile, the yield on

0:53.6

the 10-year note creeping even higher

0:55.3

today after yesterday's Fed meeting and doubts about a December cut, gold bouncing back today

1:00.3

after $4,000, above $4,000 an ounce. And one more stock we are watching today's Solstice

1:05.8

Advanced Materials. That's a Honeywell spin-off, trading for the first time as a public company, down about a percent. Was that, is Amazon out? Amazon is out while we're already rolling. Well, the CEO of Soltis is going to join us a little later this hour. That is the scorecard on Wall Street, but winter's day late. Welcome to closing about overtime. I am John Ford. Morgan Brennan is off today.

1:44.3

Let's get straight to Christina parts of nevelas because we've got so many big earnings movers to talk about as we go through that Amazon report. Christina. I know. So I'll speak fast because I know they want me to get through all these names that are beyond hyperscalers in AI. We actually have a bunch of other earnings movers. Chipotle shares, for example, plunging 18% after the burrito chain reported declining store traffic slashed its sales forecast. The company is

1:49.4

struggling to hold on to customers in that key 25-year-old demographics, studying macro pressures

1:55.3

and student loan repayments. C.H. Robertson, leading the S&P 500 today after beating Q3 expectations and also authorizing

2:02.9

$2 billion for share buybacks.

2:05.4

The shipping giant posted its best day since 2007 shares closed almost 20% higher.

2:11.3

Cardinal Health hitting its best day since 2004 after beating earnings and raising

2:14.6

full year guidance.

2:15.8

Eli Lilly climbing about 3% almost 4% after raising its full year outlook, thanks in part

...

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