XPO CEO Mario Harik on earnings and the AI impact on trucking operations. Joe Lonsdale, the founder of venture firm 8VC, says that top executives in artificial intelligence are underselling the resources they need to meet their ambitious goals. Alphabet stock jumps 4% after company posts strong earnings results and boosts AI spend. Big takeaways from President Trump’s meeting with Chinese president Xi Jinping. Earnings from Microsoft, Meta and Alphabet, plus reports OpenAI is targeting an IPO. Plus, the biggest takeaways from the Fed’s latest rate cut.

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The key pressure points in Alphabet’s earnings, from rising AI spend to growing scrutiny on search. Sarat Sethi, Managing Partner at DCLA, highlights opportunities in undervalued sectors like healthcare and diagnostics, says trade clarity could boost growth, and calls Thermo Fisher “a world-class compounder.” Nvidia’s $5T milestone, Microsoft’s OpenAI edge, Alphabet’s AI pivot, and Meta’s massive AI spending strategy. Daniel Zhao, Chief Economist at Glassdoor, says we’re moving into a low hire, some fire job market. AI is alive and well and continues to power the market.

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President Trump holds his first meeting with Japan’s new Prime Minister, announcing new trade deals as investors await Thursday’s highly anticipated sit-down with China’s Xi Jinping. From trade to tech, add Cathie Wood’s name to the growing chorus of investors throwing cold water on the idea of a bubble in the AI trade. Plus, gold does something for the first time since the 1990s as the shiny metal pulls back from all-time highs.

 

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U.S. and Chinese trade officials pave the way for this week’s highly anticipated face-to-face meeting between the nations’ leaders — one that the Treasury Secretary says could help avoid the 100% tariffs coming November 1st. Plus, Wall Street cheers the progress, with U.S. stock futures broadly higher after the Dow closed above 47,000 for the first time ever. And later, it’s not just trade talks — a huge week for earnings as mega-cap tech dominates the calendar.

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The action in ETFs this week. Earnings are the main driver of the equity markets right now, says Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower. The legalized gaming market. Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs, says tech’s rally is grounded in fundamentals, not speculation, though rising excitement could eventually form a bubble. A look into Intel’s rebound. Veronica Clark, Economist at Citi, says the Fed will likely cut rates despite limited data, warning that U.S. growth is narrow and vulnerable.

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 On AI, Clare Pleydell-Bouverie, Co-Head of Global Innovation Team at Liontrust, says growth is real, not a bubble, while X. Eyeé, CEO at Malo Santo, warns that its rapid evolution poses real dangers. Tesla’s high valuation reflects its tech potential, not profits. Gene Goldman, CIO at Cetera, says “markets are a little jittery right now;” overvalued, but not at risk of a bear market. Strong manufacturing and chip investments are boosting growth. 

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Wall Street tries to extend its record run after the Dow does something for the first time, while gold sees its biggest one-day drop since 2013. Plus, Warner Bros. Discovery’s saga goes on—the media giant reportedly rejects a nearly $60 billion bid. And later, why Fitch says regional banks may not be out of the woods yet when it comes to questionable loans.

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Big report today on Netflix and whether it still belongs among the Magnificent Seven. Plus, Apple hits a record high on iPhone 17 hype. And later, AWS is back online after a costly outage.

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Cameron Dawson, Chief Investment Officer at NewEdge Wealth, says the market “has an incredible ability to shake off bad news.” Insiders cash out millions in Dell, Albertsons, and Celsius stock sales. China tech stocks split opinions as investors weigh risks and opportunity. Global IT spending is predicted to top $6T as AI drives a new “supercycle of intelligence.” Investors should expect volatility but remain optimistic. Private credit’s rapid growth. Dewardric McNeal, Managing Director & Senior Policy Analyst at Longview Global, says US-China ties are “dangerously brittle” as Beijing pushes for tech independence.

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Barbara Doran, CIO and Senior Portfolio Manager at BD8 Capital Partners, says the system is pretty strong after the lessons of 2008 and 2023. CEO of Snap-on says repair demand and onshoring are driving U.S. growth as small businesses upgrade tools. Vertiv’s growth potential. Active ETF aims to capture the digital frontier from AI to crypto. A look at banks’ credit risks and balance sheets. Nikki Katz, Head of Digital at Bank of America, explains how responsible AI enhances decision-making, fraud detection, and client service. Plus, how the market dip is a buyable opportunity, favoring regional banks and value-driven tech stocks. 

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