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Google On Track for Worst Post-Earnings Drop Ever, Microsoft Hits Record Profits

October 29, 2026 · 15 min

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Market update for October 29, 2026

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In today’s episode, Zaid covers:

  • The Fed’s latest rate decision and Kevin Warsh’s surprise calendar change.

  • Why Google’s earnings sent its stock tumbling despite booming cloud growth.

  • What Microsoft’s results reveal about the cost of the AI buildout.

  • What DoorDash’s Instacart deal means for grocery delivery.

  • What’s driving another big quarter for Eli Lilly.

  • Why Chipotle shares rose despite an earnings miss.

  • What sent ServiceNow shares sliding after earnings.

  • How Anthropic’s cash pile stacks up against the biggest names in tech.

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