Skip to content
Microsoft Soars, Meta Sinks: Has The AI Narrative Flipped? episode artwork

Jul 30, 2026 35 min

Microsoft Soars, Meta Sinks: Has The AI Narrative Flipped?

from Prof G Markets Hosted by ferty

Ed Elson is joined by Gil Luria to break down earnings from Microsoft and Meta, and what the disparate results reveal about what’s next for the AI trade. Then, Mike Gapen returns to discuss the Federal Reserve’s interest rate decision and why he thinks rates might stay stagnant for the rest of the year. Finally, Ed gives his take on FIFA’s decision to sell its profits. Gil Luria is the Head of Technology Research at D.A. Davidson. Mike Gapen is the managing director and Chief U.S. Economist at Morgan Stanley. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing [email protected]

Episode details come from the podcast's RSS feed.

Embed this episode

Ready to play

Microsoft Soars, Meta Sinks: Has The AI Narrative Flipped?

0:00 35:34

No transcript yet.

Requests help us decide what to transcribe next.

Share this episode

Similar podcasts

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network The Investor's Podcast Network Hosted by Stig Brodersen, William Green, Shawn O'Malley, Daniel Mahncke, and Kyle Grieve, The Investor’s Podcast has proudly reached nearly 200 million downloads, as the world's largest stock-investing focused podcast. On the show, we study a range of businesses and their investment prospects, from Spotify to Amazon, serial acquirers like Constellation Software, deep value plays, and more, using lessons from some of the world's most famous investors, like Warren Buffett, Charlie Munger, and Howard Marks. Leverage the lessons we learned from studying, and talking to, the wo

Frequently asked questions

How long is this episode of Prof G Markets?

This episode is 35 minutes long.

When was this Prof G Markets episode published?

This episode was published on July 30, 2026.

Can I download this Prof G Markets episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.