SOTS 2nd Hour: SEC Chair Atkins, The Netflix Playbook, and AT&T + Applied Digital CEOs 10/22/25

SOTS 2nd Hour: SEC Chair Atkins, The Netflix Playbook, and AT&T + Applied Digital CEOs 10/22/25

  • By
  • Episode
      2348
  • Published
      Oct 22, 2025
  • Publisher
0 Ratings
0
Episode
2348 of 2384
Duration
52min
Language
English
Format
Category
Economy & Business

Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour with another day of key pullouts from the morning's earnings calls when it comes to consumer and retail trends - before AT&T CEO John Stankey joined the team to breakdown their quarter... and a Netflix analyst gave his take on new numbers from the streaming giant. Plus: the meme trade reviving shares of Beyond Meat & Krispy Kreme - the team asked SEC Chair Paul Atkins about the move, along with what's next when it comes to regulation ahead for quarterly reports, crypto, and more.

Also in focus: another day, another AI deal - today from Applied Digital for a new $5B AI factory lease over the next 15 years. Their CEO joined the broadcast at Post 9 to discuss the news - and whether we're building too many data centers here in the U.S.

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