Tech Earnings Season, SpaceX Targeting Telecoms, CME Group CEO Interview 10/21/26
Notes de l’épisode
Tech stocks are leading the markets higher as the latest developments surrounding SpaceX and Tesla lead investors to move back into technology.
Brian Sullivan and Kelly Evans are joined on set by Schwab Center for Financial Research Head of Macro & Strategy, Kevin Gordon, who gives a broader look at the state of the markets following SpaceX’s strong quarterly results as Tesla gears up to report after-the-bell.
LightShed TMT Analyst, Walter Piecyk, joins the show to discuss why he believes SpaceX’s StarLink business can pose a problem to legacy telecommunication companies like Verizon and AT&T.
Later on, Terry Duffy, CME Group CEO, chats with the anchors about his company’s latest earnings report and his forecast for global bond yields amid the political unrest happening across Europe and beyond.
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