Microsoft Rallies as Meta Crashes and Warsh Holds Rates

In this episode, we break down Microsoft’s post-earnings rally, Meta’s sell-off and the broader AI semiconductor correction. We also examine Kevin Warsh’s rate decision, renewed expectations of rate hikes and Bitcoin’s resilience near $65,000.00:00 Introduction01:04 Crypto Headlines and Web3 Roundup04:22 OpenAI Agent Hacks Hugging Face10:10 Is This the Dip to Buy?16:26 Microsoft, Meta and Samsung Earnings Diverge20:43 Did Korea’s AI Trade Break?25:25 Situational Awareness Seeks New Capital30:39 How to Buy the AI Sell-Off37:27 Robinhood Earnings and the Crypto Revenue Miss42:58 Warsh Holds Rates as Markets Whipsaw46:01 Will the Fed Hike Rates in 2026?51:58 Bitcoin Holds Firm as ETF Volumes Fall56:57 Closing ThoughtsThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.