Is AI CapEx Out of Control? + Bill Ackman’s IPO Failure
Prof G Markets
Tech Earnings Insights: Microsoft and Meta
This chapter explores the financial outcomes of Microsoft and Meta, emphasizing unexpected stock price declines despite positive earnings reports. The hosts also examine trends in capital expenditures for AI and cloud services, reflecting on market dynamics and investor confidence.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
