About this episode
Highly divided Fed meeting (0:45). Amazon earnings, layoff concerns (2:35). Meta's pretty good earnings; difference between Meta and Alphabet (6:00). Apple a wait and see situation (9:10). Fascinating Caterpillar, under the radar AI play (10:00). Palantir, AMD earnings coming next week; no jobs report (11:50). Nvidia hits $5T (13:15). Episode transcripts: seekingalpha.com/wsb Show links: Nasdaq rallies higher on Amazon earnings; S&P 500 and Dow also climb Meta anticipates CapEx dollar growth to rise notably in 2026 with AI investments Take the quiz: Investment News Quiz - Friday, Oct. 31 Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .