From Cheddar.

This week on Big Business This Week, JD Durkin is live from the NYSE breaking down a pivotal week for markets and corporate America, from the Fed’s latest interest rate decision to a flood of Big Tech earnings. Joining him is Ray Wang, Founder and CEO of Constellation Research, to discuss how technology, markets, and business strategy collide and what the Fed’s messaging means for CEOs, investors, and capital spending. We dive into earnings from Microsoft, Meta, and Apple, explore Tesla’s bets on robotaxis and Optimus, and analyze whether AI hype or core fundamentals are driving the market. Plus, Big Tech’s growth outlook, sustainability of AI spending, and underpriced risks investors should watch as 2026 unfolds.

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