Markets Wrap Up Strong October… And Netflix Eyes Warner Bros. Assets 10/31/25

CNBC's "Fast Money"

CNBC

Business, Investing, News

4.3 • 1.2K Ratings

🗓️ 31 October 2025

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

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Summary

Stocks wrapping up a not-so-spooky October, with the major indices all notching solid gains. The names helping boost the Nasdaq, and why boosted AI capex spending in two tech giants are sending the stocks in very different directions. Plus A streaming scoop up. How Netflix could be eyeing Warner Brothers assets, and how it could impact the media space. Fast Money Disclaimer

Transcript

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0:00.0	Live in the Nazak market site in the heart of New York City's Times Square, this is fast money.
0:05.5	Here's what's on tap tonight.
0:06.8	The haves and have-nots.
0:08.0	There was one big winner this week, this big week of tech earnings, and won not so much, but are either of these names a buy now?
0:15.1	We'll debate that.
0:16.1	And Netflix's next move, the streaming giant shares up on a stock split and a potential bid for Warner Brothers assets, what a deal could look like and what it means for the media space. Plus, Chevron shares get energized after earnings. Can crypto come back after a down week? And we're biting into the options on McDonald's ahead of earnings, what to expect from the burger chain and what it'll say about consumer appetite. I'm Melissa Lee. I you live from the studio at the Nazak on the desk tonight. Tim Seymour, Karen Feinerman, C. Grasso, and Mike Co. We start off with a not-so-spooky month for markets. It is Halloween, boo. October trading in the books, and the traditionally rough month for stocks has been anything but the major indices all notching
0:54.7	solid gains.
0:56.0	The Dow S&P 500 and Russell 2000 all up for a six month in a row.
1:00.6	That is the Dow's longest winning streak since 2017.
1:04.1	The NASDAQ, which led the pack in October, gained for seven straight, also its best run
1:08.5	in four years.
1:09.6	This week's big tech reports help boost the NASAC, but it wasn't big gains for everyone.
1:14.3	Amazon surging after AWS cloud growth blew past expectations.
1:18.0	Shares were up 9% this week.
1:19.6	Meanwhile, meta dropped after saying AI CAPX would be much higher than expected.
1:24.5	Those shares down 12% since Monday.
1:26.6	So after these big moves, which if either of these
1:31.5	names are a buy. Sounds like a wood your other. I just said yes, which.
1:35.6	You said, which if either. Oh, it's a new game. Which if either. Which is catchy.
1:42.0	Well, Amazon over meta, certainly based upon what we heard and the way the market's treating
1:48.5	meta, I think long term, I'd still rather be in meta.
1:51.0	I think the price action in meta we've talked about was kind of, you know, sideways to
	...

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