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Motley Fool Money - Alphabet Soars While Meta Sinks

2025 has been the year of AI capex (so far). Companies have been announcing huge spending increases and signing deals to secure critical supplies like semiconductors for years into the future. So far, the market has responded well to these announcements. Except today when Meta announced the most ambitious AI capital spending plan of the Magnificent 7 companies and the market blinked.


Tyler Crowe, Matt Frankel, and Jon Quast discuss:

- Meta’s ambitious spending plan sending the stock down

-Microsoft’s and Alphabet’s earnings and outlook getting mixed reviews

-One year without Brian Niccol at Chipotle

-One year with Brian Niccol at Starbucks


Companies discussed: META, GOOG, MSFT, CMG, SBUX, AMZN


Host: Tyler Crowe

Guests: Matt Frankel, Jon Quast

Engineer: Dan Boyd


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The Journal. - Is the Economy Getting Better or Worse? The Fed Says It’s Hard to Tell

On Wednesday, the Federal Reserve announced a highly anticipated quarter-point cut to interest rates. But the road to future rate cuts is pretty murky. WSJ’s Nick Timiraos explains how missing government data is obscuring the Fed’s view of the economy, and why Fed Chair Jerome Powell says a December rate cut is “not a foregone conclusion.” Ryan Knutson hosts.


Further Listening: 

- The Government Shutdown: Who Will Blink First?

- The Drama at the Fed as It Debates Cutting Rates 


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State of the World from NPR - Trump, Xi and the U.S.-China Relationship

President Trump met with Chinese leader Xi Jinping in South Korea amid a tense tariff war between the two countries. Trump was upbeat after the meeting in which both sides agreed to trade concessions. We take a look at the state of U.S.-China relations with a former U.S. ambassador to China.

And ahead of that meeting, President Trump signed several rare earth agreements with Asian countries to reduce America's reliance on China. We hear why the U.S. is anxious to find other sources for these minerals and ask if it’s too little too late.

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Marketplace All-in-One - How can we build a more resilient labor market?

As big companies announce waves of layoffs, lots of workers are worried about AI coming for their jobs. On today’s show, we tune in to part of Kimberly’s recent panel discussion at Aspen Ideas: Economy. President of the AARP Foundation Claire Casey, 1Huddle founder and CEO Sam Caucci, and Union College of Union County New Jersey President Margaret McMenamin share their insights on building a more diverse and resilient labor market in the years ahead. Plus, we hear a listener’s recent win: sewing a historically-accurate dress to sport at the local Renaissance Faire. Nice stitching, Hannah!


Here’s everything we talked about today:




Join us tomorrow for “Economics on Tap.” The YouTube livestream starts at 3:30 p.m. Pacific time, 6:30 p.m. Eastern.

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The Bulwark Podcast - Heidi Heitkamp: How Trump’s Trade Chaos Hurt Farmers

President Trump meets with Xi Jinping and agrees to an embarrassingly one-sided trade deal, as the “China Hawks” in the administration cower. Meantime, the government shutdown moves to a more painful phase, with funding for SNAP expiring on Nov. 1. Former Sen. Heidi Heitkamp joins Tim to discuss how the chaos from Trump’s trade wars has already hurt farmers, how Democrats should play their next moves on the shutdown, and her surprising support for Mamdani/Platner style candidates.

show notes:

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In the Loop with Sasha-Ann Simons - Trump Admin Targets Head Start

The government has been shut down for nearly a month, and millions of people are starting to feel the effects on federal programs like SNAP, WIC, Head Start and more. In the Loop talks with Brightpoint CEO Mike Shaver, Rolling Meadows resident and mother Wendy Mamola and Northwestern professor Terri Sabol about how a prolonged shutdown could impact the early childhood education and other services provided by Head Start. For a full archive of In the Loop interviews, head over to wbez.org/intheloop.
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Global News Podcast - UN condemns attack on key Sudanese city

The UN’s top humanitarian official has said there must be accountability for those carrying out the killings and sexual violence in Sudan's El-Fasher. Tom Fletcher said people who wanted to leave the city, which was seized by the paramilitary Rapid Support Forces at the weekend, must be allowed to do so safely, and those who remained must be protected. The leader of Sudan's paramilitary Rapid Support Forces has declared an investigation into what he called violations committed by his soldiers, but denies accusations they massacred hundreds of civilians at a hospital in El-Fasher on Tuesday. Also: Jamaica counts the cost of Hurricane Melissa; five more suspects are being questioned by police in Paris after they were arrested in connection with this month's robbery at the Louvre museum in the French capital; the Netherlands swings to the centre in elections at the expense of the far-right Freedom party; and Universal Music Group has struck an unprecedented licensing deal with an artificial intelligence music generation startup to launch an AI creation platform.

The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight. Get the news that matters, delivered twice a day on weekdays and daily at weekends, plus special bonus episodes reacting to urgent breaking stories. Follow or subscribe now and never miss a moment. Get in touch: globalpodcast@bbc.co.uk

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WSJ Minute Briefing - Novo Nordisk Challenges Pfizer’s Metsera Deal With $9 Billion Offer

Plus: BlackRock and other lenders seek to recover $500 million, saying they fell victim to fraud. And Hurricane Melissa barrels through the Bahamas after devastating Jamaica and Cuba. Zoe Kuhlkin hosts.


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An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor.

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