The AI Debate Gets More Complicated: Microsoft Has a Win, Meta Stumbles | The Weekly Wrap
The Real Eisman PlaybookShow Notes
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On this episode of The Weekly Wrap, Steve Eisman covers a massive earnings week headlined by Microsoft posting 30% EPS growth while Meta saw EPS fall 13%. Steve also covers results from Visa, Quanta, Bloom Energy, and Starbucks, a disappointment from Apple, a brutal week for FICO, and much more. He also takes a mailbag question about the history of the K-shaped economy.
00:00 - Intro
01:47 - I'm Selling Charter
03:41 - Iran Update
03:50 - The Fed
04:09 - The AI Debate
10:17 - Earnings: Visa, PayPal, Microsoft, Meta, Starbucks, Robinhood, & More
20:09 - Situational Awareness
21:20 - Mailbag: The K-Shaped Economy
22:57 - Outro
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