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‘WORLD OF TROUBLE’: Wall Street expert SOUNDS ALARM on Meta

‘WORLD OF TROUBLE’: Wall Street expert SOUNDS ALARM on Meta

Fox Business Clips
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  1. 01 META NASDAQ VENDRE -9,99%
    Entrée $539,03 30 juil 2026
    Actuel $592,90 07 août 2026
    Résultat −$53,87

    I THINK META IS IN A WORLD OF TROUBLE.

  2. 02 MSFT NASDAQ ACHETER +11,50%
    Entrée $451,10 30 juil 2026
    Actuel $502,97 07 août 2026
    Résultat +$51,87

    I THINK THAT MICROSOFT'S GETTING AN INVESTMENT RETURN ON THEIR CLOUD INVESTMENT.

Transcription Complète
INFLATION COOLING JUST A LITTLE BIT IN JUNE. THAT'S GOOD NEWS. TAKE A LOOK AT THE FUTURES AFTER YESTERDAY'S BRUTAL SELLOFF. THE DOW AND S&P AND PARTICULARLY THE NASDAQ UP 500 IN THE PREMARKET. DAVID BAHNSEN IS HERE AND I'M NOT SURE WHAT HE'S BEEN WRITING, BUT, DAVID, LET'S GET TO IT. THE INFLATION FELL FOR THE FIRST TIME SINCE THE PANDEMIC, IT'S GOT TO BE POPULAR, NOT A HUGE AMOUNT, BUT HEADED IN THE RIGHT DIRECTION. >> LET'S KEEP IN MIND WE'RE TALKING RATE OF INFLATION DROPPING. PRICES CERTAINLY DIDN'T DROP, PRICES JUST WENT UP A LITTLE LESS THAN THEY HAD. AND CORE HEADLINER BEING THE DISTINCTION. YOU HAD THE ENERGY PRICES AND NOW COME RAY HIGHER, WHICH IS NOT REFLECTED. THE JULY OIL IS UP ANOTHER 10%. IT COMES DOWN TO GOODS INFLATION ASSETS IS WHAT IT IS, STICKINESS IN GOODS WHICH WE HAVEN'T HAD. THAT NEEDS TO COME DOWN BEFORE YOU GET TO 2%. >> LET'S GET TO THESE STORIES, META A 91% DROP IN FREE CASH FLOW AND INVESTORS DON'T LIKE THAT AND I ALWAYS THINK, IT COULD JUST BE ME, BUT MARK ZUCKERBERG NEVER REALLY FILLS ME WITH A TREMENDOUS AMOUNT OF OPTIMISM, I DON'T KNOW WHY. >> I ECHO THAT. >> DO YOU AGREE? >> I AGREE, A LOT WHAT MADE FACEBOOK AND META MONEY OVER THE YEAR IS CHANGING. THEIR LEGACY BUSINESSES. THEY'VE SPENT A FORTUNE WITHOUT A REAL PATH TO ROI IN CAP X IN THE A.I. STORY. WHEN YOU SEE A NAME LIKE META DOWN 10% AND A NAME LIKE MICROSOFT UP 10% IN THE SAME DAY, IT CLEARLY ABOUT THE MARKET RESPONDING DIFFERENTLY TO HOW THEY'RE SPENDING ON A.I. I THINK META IS IN A WORLD OF TROUBLE. I THINK THAT MICROSOFT'S GETTING AN INVESTMENT RETURN ON THEIR CLOUD INVESTMENT. >> WELL, WITH THAT IN MIND, MICROSOFT SURGING ON THAT RECORD CLOUD GROWTH. AGAIN, WHAT ARE THEY DOING RIGHT? >> THEY PUT A LOT OF MONEY INTO AZURE. THEY'RE GETTING POSITIVE CASH FLOW, THEY'RE USED TO HUGE CASH FLOW AND SPENDING MOST ON CAP X, THEY MAKE SO MUCH MONEY ON THE ENTERPRISE SOFTWARE AND CLOUD BUSINESS. AZURE GROWTH WAS 43% YEAR OVER YEAR, IMPRESSIVE AND A HUGE QUARTER FOR MICROSOFT.

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