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October 2, 2025 42 mins

Record highs on the S&P and Nasdaq: 

Carl Quintanilla, Courtney Reagan, and Michael Santoli began the hour with the latest from Washington as Day 2 of a shutdown gets underway... With former PIMCO Economist Paul McCulley taking the contrarian take - that delayed data may not be a bad thing, at least when it comes to the Fed. Plus: hear longtime tech investor Dan Niles' best investment idea right now that just might surprise you - along with a breakdown of Tesla's delivery numbers with the former CEO of Ford. 


 

Also in focus: Berkshire Hathaway making its biggest purchase in years - Occidental's chemical business 'Oxychem' - key details this hour... Along with a deep dive on a big change out of FICO score provider 'Fair Isaac' when it comes to licensing credit scores, as the stock sits at the top of the S&P in early trading. 

 

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