Meta Surges 12%, Microsoft Tops $4T and the Fed Turn Hawkish

Merci ! Partagez avec vos amis !

Vous avez aimé cette vidéo, merci de votre vote !

Ajoutées 18 heures by

4 Vues

Earnings season is in full swing and Meta and Microsoft are stealing the show. Anthony and Piers dive into why Meta’s shares rocketed 12% on blockbuster earnings, a stunning rebound from its metaverse slump. They explore how Zuckerberg’s all-in AI pivot is paying off, from $100M talent wars to $72B in CapEx.

Microsoft’s cloud machine, Azure, just clocked $75B in annual revenue with 34% growth catapulting the company past a $4 trillion valuation. Is $10 trillion next?

Also on the docket: Trump’s tariff campaign enters high gear as he turns a Scottish golf course into a global trade hub. Deals are landing, inflation fears rise, and Powell’s hawkish stance is pushing the dollar higher. With a September Fed cut now a coin toss, markets are bracing for more.

Big tech, big politics, and even bigger moves, your no-nonsense breakdown of the forces driving the summer markets.

(00:00) Intro & Key Themes
(01:37) Meta Earnings Surge
(12:49) Trump’s Trade Deals
(17:04) Fed’s Hawkish Shift
(31:57) Microsoft’s Cloud Growth

Social Media handles:

► LinkedIn: @amplifyme
► Instagram: @amplifyme

#finance #technology #podcast