Closing Bell Closing Bell 10/31/25
Oct 31, 2025
Stephanie Link, an investment strategist and CNBC contributor, shares insights on mega-cap tech earnings and valuation concerns. Eric Woodring from Morgan Stanley discusses Apple's iPhone cycle and spending outlook, suggesting a potential growth resurgence. Jason Gay, a Wall Street Journal columnist, dives into the economic implications of recent college football coach firings and buyouts, spotlighting the professionalization of college sports. Tune in for a lively discussion on these pressing financial topics!
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Apple Is A Hybrid AI Builder And Distributor
- Apple is increasing OPEX and investing in AI infrastructure while iPhone growth re-accelerates.
- Morgan Stanley's Eric Woodring frames Apple as a hybrid builder/partner pursuing high-ROI distribution for models.
Base Apple Bets On Estimate Revisions
- Consider valuation vs. earnings revision when owning Apple; higher estimates can justify higher multiples.
- Eric Woodring says services mix supports multiple expansion if growth sustains.
Netflix Signals Big Strategic Moves
- Netflix's 10-for-1 split and reported interest in Warner Bros. suggest aggressive strategic moves.
- Christina Partsinevolos reports these actions lifted Netflix shares and signal dealmaking appetite.