Microsoft, Meta Fall After Earnings While Alphabet Jumps; David Zervos on Fed, Powell 10/29/25

It’s one of the biggest earnings days of the quarter, with Google, Meta, Microsoft, Starbucks, and Chipotle all reporting. Stephane Link of Hightower Advisors and Mike Santoli break down the results. Brent Thill of Jefferies weighs in on Microsoft’s quarter and tells us why the stock is lower. Gil Luria of DA Davidson offers his take on Google and Meta. David Zervos of Jefferies puts the latest Fed meeting in context for investors and offers his analysis of Powell’s presser.