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Kevin Warsh Rattles the Market, Meta and Microsoft Split on AI
Published 1 week, 5 days ago
Description
Market update for Thursday July 30th
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In today’s episode, Zaid covers:
Why the bond market is already questioning Kevin Warsh’s credibility
Meta’s earnings miss, shrinking free cash flow, and Wall Street’s frustration with its massive AI spending
Microsoft’s strong quarter as Azure growth accelerates and Copilot adoption jumps
Starbucks’ turnaround gaining momentum as customer traffic and same-store sales improve
Carvana’s record quarter getting overshadowed by weaker-than-expected guidance
DoorDash’s plan to build its own delivery drones and take food delivery to the sky