Kevin Warsh Rattles the Market, Meta and Microsoft Split on AI
About this episode
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 record quarter getting overshadowed by weaker-than-expected guidance
DoorDash’s plan to build its own delivery drones and take food delivery to the sky
Get every episode summarized
Each time The Rundown publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Rundown
Oracle Rises As AI Backlog Hits $664B, Adobe’s Earnings Beat Not Enough for Inve...
The Rundown
Apple’s Foldable iPhone Arrives, Anthropic Researchers Sound the Alarm
The Rundown
Meta’s AI Agent App Sends Stock Higher, US-Canada Trade War Gets Uglier
The Rundown
Apple’s Foldable iPhone Is Coming, Qualcomm Lands Amazon AI Deal
The Rundown