The AI Debate Gets More Complicated: Microsoft Has a Win, Meta Stumbles | The Weekly Wrap
About this episode
Steve Eisman discusses recent earnings reports from major companies and the complexities of the AI debate.
Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ 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 Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions…
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