# En portefeuille : Meta et Microsoft - 02/07 Page: https://stenobird.com/podcast/good-morning-market-7464462/en-portefeuille-meta-et-microsoft-02-07 Text version: https://stenobird.com/podcast/good-morning-market-7464462/en-portefeuille-meta-et-microsoft-02-07.md Podcast: [Good Morning Market](https://stenobird.com/podcast/good-morning-market-7464462) Published: 2026-07-02T08:03:13+00:00 Episode link: https://good-morning-market.simplecast.com/episodes/en-portefeuille-meta-et-microsoft-02-07-S2nw3c01 Audio file: https://altice.simplecastaudio.com/7a17e035-3944-4412-bc56-55d8aa30eda0/episodes/49f104d6-3425-4c79-bedc-cf1d63ef8fa8/audio/128/default.mp3?aid=rss_feed&awCollectionId=7a17e035-3944-4412-bc56-55d8aa30eda0&awEpisodeId=49f104d6-3425-4c79-bedc-cf1d63ef8fa8&category=News%2CBusiness&episode_published_at=2026-07-02T08%3A03%3A13&episode_title=En+portefeuille+%3A+Meta+et+Microsoft+-+02%2F07&feed=sVEs0xXC&network=291091218710&podcast_title=Good+Morning+Market Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/good-morning-market-7464462/episodes/en-portefeuille-meta-et-microsoft-02-07 Duration seconds: 554 ## Resource Ce jeudi 2 juillet, l'éventuelle entrée de Meta dans le cloud et les résultats de Microsoft, ont été abordés par Guillaume Law-Yee, analyste financier chez Optigestion, dans l'émission Good Morning Market sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/good-morning-market-7464462/episodes/en-portefeuille-meta-et-microsoft-02-07/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/good-morning-market-7464462/en-portefeuille-meta-et-microsoft-02-07.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.