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Wall Street got a reality check as a bruising selloff in technology shares fueled concern the artificial-intelligence frenzy that has powered the equity bull market might be overblown. Disappointing tech results spurred the worst drop for stocks since June, with the Nasdaq 100 falling 3.5% and briefly crossing the threshold of a technical correction. Intel Corp. slid the most in over four decades as its outlook missed estimates. Amazon.com Inc. slipped 1.4% on greater capital spending. The S&P 500 dropped 1.8%, breaching its key 100-day moving average.For a quick recap of a bruising trade for big tech and equities broadly, hosts Tim Stenovec and Jess Menton speak with Bloomberg Markets Live blog managing editor Kristine Aquino. See omnystudio.com/listener for privacy information.

David Baszucki, Roblox CEO, joined Bloomberg Tech with host Ed Ludlow to discuss how the company is betting that AI can help growth, child safety measures, and more. See omnystudio.com/listener for privacy information.

Starbucks Chairman and CEO Brian Niccol says that a multi-brand model is a possibility, calling it an "interesting proposition down the road," during an interview with Bloomberg's Romaine Bostick on Open Interest. Speaking a day after Starbucks released its quarterly earnings, Niccol also discusses plans for opening roughly 300 new stores in the US in fiscal year 2028 and aiming to double the international footprint to 40,000 stores.  See omnystudio.com/listener for privacy information.

Billionaire and founder of the Arora Group, Surinder Arora reacts to the UK's budget and what it means for business leaders in the country. He told Bloomberg's Caroline Hepker that measures to help stimulate the economy don't go far enough. See omnystudio.com/listener for privacy information.

Rick Wurster, Charles Schwab CEO, talks investing in AI, the blend of AI with human financial guidance, stock value and prediction market popularity. He spoke to Bloomberg's Carol Massar and Tim Stenovec at Schwab IMPACT 2026 in Boston. See omnystudio.com/listener for privacy information.

White House National Economic Council Director Kevin Hassett expects the Federal Reserve to raise interest rates if inflation figures for this month are elevated. Speaking on "Bloomberg The Open" shortly after the latest PCE inflation report, Hassett says the Fed will "probably appropriately act" if inflation data come out high. He spoke to Bloomberg's Dani Burger and Isabelle Lee. See omnystudio.com/listener for privacy information.

Jeetu Patel, Cisco Systems President & Chief Product Officer, talks agentic AI going mainstream, how he sees personal agents as being the next big moment in AI industry growth, and where the industry is headed as a result. He spoke to Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

Jersey Mike's beat estimates with their 3rd Quarter earnings. CEO Charlie Morrison discussed the company's earnings report, their expansion plans, and same-store sales growth. Morrison spoke with Bloomberg's Romaine Bostick. See omnystudio.com/listener for privacy information.

Terry Duffy, Chairman & CEO of CME Group, discusses how commodity exchanges are urging US regulators to withhold approval of Kalshi’s proposed perpetual oil futures contract and potentially closing a loophole that gives retail traders access to offshore platforms. Duffy spoke with Bloomberg's Scarlet Fu and Isabelle Lee. See omnystudio.com/listener for privacy information.

Energy Secretary Chris Wright said that he expects diesel prices to be 'dropped significantly' but will need increased exports out of the Arabian Gulf to manage it amid the ongoing war with Iran. Wright also spoke about Russia's diesel output, saying that the only way Russia can benefit from recently permitted exports of diesel is to deliver a ceasefire on energy or end the war. Wright spoke with Bloomberg's Joe Mathieu. See omnystudio.com/listener for privacy information.

Baker Hughes beats Wall Street’s profit expectations but falls short of the high bar investors had set heading into earnings. Chairman and CEO Lorenzo Simonelli discusses the third-quarter results and outlook. Simonelli spoke with Bloomberg's Dani Burger and Isabelle Lee. See omnystudio.com/listener for privacy information.

Anduril is partnering with Qualcomm on Blue Chip, an effort to rebuild an American computer supply chain and reduce reliance on overseas manufacturing. The first product is planned to be a laptop designed and assembled in the United States, with circuit-board assembly at Anduril’s Arsenal-1 facility in Ohio. In an interview with Bloomberg's Ed Ludlow, Anduril founder Palmer Luckey said the initiative grew from concerns that critical industries—including the military, hospitals and power plants—depend on computers made in China. He said Anduril first tried to persuade other companies to build computers domestically, but ultimately decided to invest itself. The goal, he said, is to make the computer in the United States, including its chips, glass, metals, batteries and plastics.  See omnystudio.com/listener for privacy information.

Robert Kaplan, Goldman Sachs Vice Chair & Former Dallas Fed President, joined Bloomberg's Tom Keene and Paul Sweeney to discuss the outlook for the Fed’s monetary policy, expectations for the October FOMC meeting, and the US economy. See omnystudio.com/listener for privacy information.

Gary Gensler, former SEC Chair and MIT Professor joined Bloomberg's Tom Keene and Paul Sweeney to discuss how current events are shaping the markets, the AI boom, and more. See omnystudio.com/listener for privacy information.

US equity futures stalled as traders turned their attention to a busy earnings slate and the upcoming Federal Reserve policy decision. Nasdaq 100 futures fell 0.2% and S&P 500 contracts were flat after Monday’s strong gains, with tech fundraising being the main sentiment driver. Markets are pricing a small chance of a quarter-point Fed hike this week and a strong probability of one in December, with the Fed's decision expected to determine global financial conditions. Mike Wilson, CIO and Chief US Equity Strategist at Morgan Stanley joins Bloomberg's Tom Keene and Paul Sweeney on Surveillance to discuss the markets and more. See omnystudio.com/listener for privacy information.