Tech Earnings Weigh on the AI Trade 10/29/26

October 29, 2026; 12pm: Scott Wapner and the Investment Committee break down the tech earnings fallout as Alphabet’s search miss raises new AI competition concerns while Microsoft’s Azure growth resets expectations for Amazon and AWS. The committee also debates Booking Holdings, ServiceNow, Fortinet, Okta, fixed income, and where investors should be selective as AI spending and monetization remain the market’s biggest questions.

Investment Committee Disclosures