Meta’s AI Bill Keeps Growing, Tesla Spending Cuts Raise Doubts
Notes de l’épisode
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In today’s episode, Zaid covers:
Why investors are buying more protection against Big Tech’s debt.
Tesla’s earnings, and why spending less has Wall Street worried.
Meta’s growing AI bill and whether Muse can buy Zuck more time.
Spotify’s upbeat profit forecast and its potential as an AI winner.
Why IBM’s earnings beat wasn’t enough to convince investors.
Adidas’s World Cup marketing gamble and its record quarter.