Rich Habits Podcast Meta & Microsoft's $150B Shopping Spree, The Fed's Dot Plot, and Tunnels Under Nashville
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Aug 1, 2025 Explore the monumental $150B investments by Meta and Microsoft, fueled by impressive Q2 GDP growth. Delve into the Federal Reserve's shifting interest rate landscape and its impact on everyday finances. Discover Elon Musk's intriguing tunnel project in Nashville, adding a twist to the financial conversation. The discussion also touches on international trade, key market movements, and strategies for navigating business partnerships and real estate ventures, providing listeners with actionable insights.
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Meta & Microsoft AI Investment Surge
- Meta and Microsoft are investing nearly $150 billion in AI infrastructure by 2025 to stay ahead in the AI boom.
- This includes spending on data centers, GPUs, and talent critical to AI-driven growth.
GDP Growth Driven by Import Changes
- The US GDP grew 3% in Q2 2025, surpassing expectations mainly due to a 30% drop in imports and 1.4% rise in consumer spending.
- Import fluctuations from tariff-related front-loading heavily influence quarterly GDP figures.
Fed Holds Rates Amid Inflation Uncertainty
- The Fed paused interest rates at 4.25%-4.5%, awaiting clarity on tariff-driven inflation impact.
- Markets now estimate a 50% chance of a September cut, reflecting significant uncertainty.