The AI trade gets a pulse check this Fed week
Wall Street Breakfast
Seeking Alpha
3.8 • 950 Ratings
🗓️ 26 October 2025
⏱️ 4 minutes
🧾️ Download transcript
Summary
Show Notes
Earnings Calendar
Dividend Roundup
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Transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street brunch, our Sunday look ahead to this week's |
| 0:09.9 | market-moving events, along with the weekend's top news and analysis. |
| 0:14.2 | Hello, today is Sunday, October 26, and I'm your host, Kim Khan. |
| 0:18.5 | As the sound of spaghetti western music echoes on Wall Street, |
| 0:21.8 | two groups of gunslingers face off, |
| 0:24.0 | five of the Magnificent Seven and Jay Powell's posse. |
| 0:27.3 | Normally it would be a fair fight for investor attention, |
| 0:30.0 | but this time around the Fed looks outgunned. |
| 0:32.5 | Earnings from Apple, Amazon, Alphabet, Meta, and Microsoft |
| 0:35.8 | are sure to provide more to trade on than a foregone decision |
| 0:39.0 | from a Fed stuck in a data desert because of the government shutdown. |
| 0:43.5 | Alpha, Meta, and Microsoft kicked things off on Wednesday, with Apple and Amazon up Thursday. |
| 0:48.7 | Wed Bush Bull, Dan Ieth says Microsoft, Alphabet, and Amazon saw strong AI enterprise demand for the quarter based on field checks. |
| 0:57.0 | And third quarter tech earnings will be another validation moment with a doubling down on aggressive initial |
| 1:02.3 | CAPX numbers into 2026. Tech stocks can rally another 7% into the end of the year, as results convince |
| 1:08.8 | investors this is 1996 and not 1999, he adds. |
| 1:13.2 | So far, 29% of the S&P 500 have reported Q3 results, with 87% beating profit expectations. |
| 1:20.3 | Along when the Mag's seven names, another 170 S&P companies weigh in this week. |
| 1:25.2 | Looking to other big names on the calendar, waste management, |
| 1:28.1 | curing Dr. Pepper, Brown & Brown, FTAI Aviation, and F5 Networks report on Monday. On Tuesday, |
| 1:34.9 | Visa, United Health, Next Era Energy, booking, UPS, PayPal, and MSCI issue numbers. Caterpillar, |
| 1:42.4 | service now, and Boeing are up on Wednesday. Thursday brings |
... |
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