CNBC's "Fast Money" Meta And Microsoft Move On Earnings… And Ethereum’s Massive 10 Year Run 7/30/25
19 snips
Jul 30, 2025 Joe Lubin, co-founder of Ethereum and chairman of Sharplink Gaming, reflects on Ethereum's remarkable journey over the past decade. He shares insights on its staggering 700,000% growth and its potential to reshape the cryptocurrency landscape. The discussion also touches on the strong earnings from tech giants like Microsoft and Meta, emphasizing their integration of AI and the implications for future market valuations. Additionally, the episode explores how macroeconomic factors like inflation and interest rates may impact investor sentiment.
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Microsoft's Strong AI-Driven Growth
- Microsoft beat across the board with 18% revenue growth and 39% Azure growth, surpassing expectations.
- Azure disclosed revenue of $75 billion, signaling strong cloud growth as a new annual reporting metric.
Meta Confirms AI Spend Justification
- Meta reported top and bottom line beats and raised CapEx guidance, reflecting confidence in AI investments.
- Investors rewarded growth and AI focus, pushing Meta's market cap near $2 trillion.
Wait For Earnings Call Details
- Investors should await earnings call details before making moves despite strong AI growth beats.
- CapEx growth signals future potential but requires cautious analysis of expense guidance and margin impact.