The AI Trade

2026-07-30 · 20 min · 9 entities

episode page audio

Asserted relationships

→ hosted by Morning Brew person

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evidence rules-v5
Feed author/publisher: Morning Brew
→ discusses News concept

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evidence rules-v5
Feed category: News
→ discusses Technology company

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evidence rules-v5
Feed category: Technology
→ discusses Tech News concept

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evidence rules-v5
Feed category: Tech News
→ hosted by Amalgamated Internets, LLC company

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evidence rules-v5
Feed author/publisher: Amalgamated Internets, LLC

Entities found in this episode

companys 4

mentioned Amalgamated Internets, LLC company

0.70

evidence rules-v5
Feed author/publisher: Amalgamated Internets, LLC
mentioned Technology company

0.50

evidence rules-v5
Feed category: Technology
discusses Technology company

0.40

evidence rules-v5
Feed category: Technology
hosted by Amalgamated Internets, LLC company

0.40

evidence rules-v5
Feed author/publisher: Amalgamated Internets, LLC

concepts 3

mentioned Tech News concept

0.50

evidence rules-v5
Feed category: Tech News
discusses News concept

0.40

evidence rules-v5
Feed category: News
discusses Tech News concept

0.40

evidence rules-v5
Feed category: Tech News

persons 2

mentioned Morning Brew person

0.70

evidence rules-v5
Feed author/publisher: Morning Brew
hosted by Morning Brew person

0.55

evidence rules-v5
Feed author/publisher: Morning Brew

Episode description as stored

Microsoft surged 15% on its fastest cloud growth since 2022, while Meta slid 10% defending its AI spending. Aschenbrenner's hedge fund unwound positions after the AI rout, the EU targeted ChatGPT under the DSA, and airlines let AI set fares. Microsoft's Shares Surge on Fastest Cloud Growth Since 2022 (Bloomberg) Meta Falls After Defending AI Bets to Skeptical Investors (Bloomberg) AI investor Leopold Aschenbrenner forced to unwind all public stock positions after steep losses, sources say (CNBC) Source: the European Commission plans to designate OpenAI's ChatGPT and Roblox as "very large online platforms" under the DSA as soon as August (Bloomberg) Airlines are using AI to adjust seat prices more quickly, capturing more revenue while narrowing the pricing gaps that once let travelers find bargain fares (Bloomberg) Subscribe to the ad-free feed.