9AM HOUR: Intel Plunges and Amazon Slides in Tech Sell-off, Starbucks and Chevron CEOs Talk Earnings 10/30/26
Summary
This episode covers Intel's significant pre-market drop following weak PC guidance and a loss of market share to AMD, prompting a candid discussion on the AI trade and memory shortages. The show features an exclusive interview with Starbucks CEO Brian Niccol, who details the company's successful turnaround and growth strategy, alongside a segment with Chevron CEO Mike Wirth on record refining profits and global supply expansion.
Topics discussed
Daily Show intro and Schwab Market Update sponsor
Market open: Tech pain, Intel drop, and upcoming interviews
Jim Cramer admits mistake on Intel and PC market decline
Amazon earnings, AWS growth guidance, and AI trade pressure
Interview with Starbucks CEO Brian Niccol on turnaround
Sponsor breaks and pre-market stock updates
Intel demand destruction and rotation to consumer staples
Opening bell and biotech IPO activity on the floor
Amazon and Microsoft earnings analysis and valuation
Marvell acquisition rumors and upcoming AI news
AI trade outlook: Anthropic, Oracle, and storage stocks
Cybersecurity threats, Bitcoin, and Robinhood earnings
Interview with Chevron CEO Mike Wirth on Q3 results
Market open reaction and UPS/FedEx stock moves
Legal disclaimer and Schwab Market Update outro
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