10AM Hour: Fed Decision Day, SK Hynix Surges, Robinhood CEO on Earnings 10/28/26
Summary
This episode covers the Fed’s interest rate decision, noting strong employment data but persistent inflation concerns. Guests discuss SK Hynix’s record profits and the shift in AI capex toward CPUs, while analysts preview Microsoft and Alphabet earnings. Robinhood CEO Vlad Tenev addresses a stock decline driven by lower crypto revenue, highlighting growth in prediction markets and new business diversification.
Topics discussed
Sponsor: Charles Schwab Trading
Show Intro: Fed Decision and Earnings Preview
Labor Market Data and Fed Mandate Analysis
Inflation Concerns and Cost of Living Survey
Interview: Dom Rizzo on Memory vs CPU Stocks
AI Economics: Anthropic ARR and Open Source Tokens
Microsoft Earnings Outlook and Collaboration Tools
Market Recap and TSMC/Intel Thesis
Segment Wrap and Roadmap
Sponsors: Vantage Score and The Daily Show
Pre-Market Movers: GSK and Stellantis
GE Vernova and AI Data Center Demand
Sponsor: Charles Schwab Trading
Sponsors: Ring and CNBC Changemakers
News: Bolsonaro and Meta/Snap Trial
Interview: Brent Phillips on Microsoft and Alphabet
Interview: Vlad Tenev on Robinhood Earnings
Chipotle Earnings Preview and Technical Analysis
Geopolitics: Saudi Arabia and Iran Tensions
Closing Remarks
Listen ad-free on Castria