The AI Debate Gets More Complicated: Microsoft Has a Win, Meta Stumbles | The Weekly Wrap

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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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