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

2026-07-30 · 34 min · 11 entities

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→ discusses Entrepreneurship website

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→ hosted by Vox Media Podcast Network company

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→ hosted by Prof G Media & Vox Media company

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Entities found in this episode

companys 6

mentioned Vox Media Podcast Network company

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Feed author/publisher: Vox Media Podcast Network
mentioned Prof G Media & Vox Media company

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evidence rules-v5
Feed author/publisher: Prof G Media & Vox Media
mentioned Business company

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Feed category: Business
discusses Business company

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Feed category: Business
hosted by Vox Media Podcast Network company

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Feed author/publisher: Vox Media Podcast Network
hosted by Prof G Media & Vox Media company

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Feed author/publisher: Prof G Media & Vox Media

concepts 3

mentioned Investing concept

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mentioned Has The AI Narrative Flipped concept

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

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evidence rules-v5
Feed category: Investing

websites 2

mentioned Entrepreneurship website

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Feed category: Entrepreneurship
discusses Entrepreneurship website

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Feed category: Entrepreneurship

Episode description as stored

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 Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices