DiscoverThe Real Eisman PlaybookThe AI Boom Rolls On: AI Partnerships Pay Off as Stocks Soar & Meta, Google & Microsoft Go All-In
The AI Boom Rolls On: AI Partnerships Pay Off as Stocks Soar & Meta, Google & Microsoft Go All-In

The AI Boom Rolls On: AI Partnerships Pay Off as Stocks Soar & Meta, Google & Microsoft Go All-In

Update: 2025-10-31
Share

Description

On this episode of The Weekly Wrap, Steve Eisman breaks down everything happening in the market this week. He discusses earnings for both AI and non-AI related companies. He also gives updates on the US/China trade deal, the Fed cutting rates again, Amazon laying off 14,000 workers, and more. 


 


00:00 - Intro

01:01 - The Trade Deal Between the US and China

01:31 - The Fed Cuts Rates Again

02:29 - AI Announcements

04:14 - Amazon Lays of 14,000 Workers to Invest in AI

04:29 - Earnings: Microsoft, Meta, Google, Amazon, Apple

10:42 - Non AI Earnings: Homebuilders, UnitedHealthcare, Payments, Solar, Cellular, Chipotle, Starbucks, Eli Lilly, Carvana

19:13 - Outro


 


Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU 


 


Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 


 


Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. 


 


Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. 


 


Copyright ©2025 Steve Eisman 


Learn more about your ad choices. Visit megaphone.fm/adchoices

Comments 
loading
In Channel
loading
00:00
00:00
1.0x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

The AI Boom Rolls On: AI Partnerships Pay Off as Stocks Soar & Meta, Google & Microsoft Go All-In

The AI Boom Rolls On: AI Partnerships Pay Off as Stocks Soar & Meta, Google & Microsoft Go All-In

Steve Eisman