SOTS 10AM: Fed, Tech, and Trade: Separating the News from the Noise 10/30/25

Squawk on the Street

CNBC

Business, Investing, News

4.1 • 567 Ratings

🗓️ 30 October 2025

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Stocks struggled for direction in early trading as opposing forces including big tech earnings, the Fed decision, and China trade talks pulled investors in different directions. Ed Yardeni from Yardeni Research joined with his take on where markets head into year end. Former Fed Governor Randall Kroszner weighed in on the double dissent at Wednesday’s Fed meeting, and what it means for policy going forward. Roblox CEO David Baszucki joined to break down his company’s quarterly report, which sent the stock lower, and the steps the company is taking to protect younger users. Plus a preview of what to expect from Apple and Amazon, and the news sending Chipotle shares tanking. Squawk on the Street Disclaimer

Transcript

Click on a timestamp to play from that location

0:00.0	Good Thursday morning. Welcome to Squawk on the Street. I'm David Favour with Courtney
0:09.2	Reagan and Mike Santoli. We're live from Post-9thin the New York Stock Exchange. Sarah on assignment
0:13.8	and Carl has a well-deserved day off. Coming up this hour, a busy morning of headlines from
0:19.3	the Fed decision to China trade to the mega-cap tech earnings.
0:23.8	We're going to separate the news from the noise with Yardini Research President Ed Yardini.
0:29.3	Plus, roadblock shares, they're getting whipped around after what were solid earnings.
0:33.8	Some concerns, though, about margins.
0:35.4	We're going to talk to that company's CEO.
0:36.8	It'll be a first on CBC interview. And we are looking ahead as well to one of the most important afternoons of the earnings season. We will get you ready for results from those two companies right there, Apple and Amazon.
0:49.0	Pretty big day. You've already gotten a good start on it, David. We begin with trade here and breaking headlines overnight.
0:54.9	After that much and participated meeting between President Trump and China, President
0:58.9	Xi Jinping.
1:00.0	Amon Javers has those key takeaways.
1:02.2	Amen, what do we know now?
1:03.5	What did we learn overnight?
1:05.0	Yeah, good morning, Courtney.
1:06.2	The highly anticipated meeting began on this ominous note as President Trump's Marine One helicopter
1:11.6	was in the air on the way to Busan, South Korea. His social media site lit up with a message
1:17.1	noting that China is quickly catching up to the U.S. in number of nuclear weapons and announcing
1:22.0	that the U.S. will restart nuclear weapons testing, which it hasn't done since 1992 at the end of the Cold War.
1:29.6	Now, despite that nuclear saber rattling, the meeting between Trump and Xi Jinping did go forward
1:35.1	as planned, but afterward a lot of details remained unresolved, including the fate of TikTok
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from CNBC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of CNBC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.