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Prof G Markets — Microsoft Soars, Meta Sinks: Has The AI Narrative Flipped?
Buzzing ratingBUZZING· 71%33m·2026-07-30·Money

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

Prof G Markets

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…

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