Microsoft Rallies as Meta Crashes and Warsh Holds Rates
About this episode
In this episode, we break down Microsoft’s post-earnings rally, Meta’s sell-off and the broader AI semiconductor correction. We also examine Kevin Warsh’s rate decision, renewed expectations of rate hikes and Bitcoin’s resilience near $65,000.
00:00 Introduction
01:04 Crypto Headlines and Web3 Roundup
04:22 OpenAI Agent Hacks Hugging Face
10:10 Is This the Dip to Buy?
16:26 Microsoft, Meta and Samsung Earnings Diverge
20:43 Did Korea’s AI Trade Break?
25:25 Situational Awareness Seeks New Capital
30:39 How to Buy the AI Sell-Off
37:27 Robinhood Earnings and the Crypto Revenue Miss
42:58 Warsh Holds Rates as Markets Whipsaw
46:01 Will the Fed Hike Rates in 2026?
51:58 Bitcoin Holds Firm as ETF Volumes Fall
56:57 Closing Thoughts
The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.
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