Kevin Warsh Rattles the Market, Meta and Microsoft Split on AI
Market update for Thursday July 30th
Check out the Public app for incredible investing tools and to support the show (LINK)
Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
In today’s episode, Zaid covers:
Why the bond market is already questioning Kevin Warsh’s credibility
Meta’s earnings miss, shrinking free cash flow, and Wall Street’s frustration with its massive AI spending
Microsoft’s strong quarter as Azure growth accelerates and Copilot adoption jumps
Starbucks’ turnaround gaining momentum as customer traffic and same-store sales improve
Carvana’s…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.