Kevin Warsh Rattles the Market, Meta and Microsoft Split on AI  episode artwork

EPISODE · Jul 30, 2026 · 12 MIN

Kevin Warsh Rattles the Market, Meta and Microsoft Split on AI

from The Rundown · host Public.com

Market update for Thursday July 30thCheck out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why the bond market is already questioning Kevin Warsh’s credibilityMeta’s earnings miss, shrinking free cash flow, and Wall Street’s frustration with its massive AI spendingMicrosoft’s strong quarter as Azure growth accelerates and Copilot adoption jumpsStarbucks’ turnaround gaining momentum as customer traffic and same-store sales improveCarvana’s record quarter getting overshadowed by weaker-than-expected guidanceDoorDash’s plan to build its own delivery drones and take food delivery to the sky

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Kevin Warsh Rattles the Market, Meta and Microsoft Split on AI

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