# Kevin Warsh Rattles the Market, Meta and Microsoft Split on AI

Page: https://stenobird.com/podcast/the-rundown-6758831/kevin-warsh-rattles-the-market-meta-and-microsoft-split-on-ai
Text version: https://stenobird.com/podcast/the-rundown-6758831/kevin-warsh-rattles-the-market-meta-and-microsoft-split-on-ai.md
Podcast: [The Rundown](https://stenobird.com/podcast/the-rundown-6758831)
Published: 2026-07-30T15:17:27+00:00
Episode link: https://podcasters.spotify.com/pod/show/the-rundown6/episodes/Kevin-Warsh-Rattles-the-Market--Meta-and-Microsoft-Split-on-AI-e3moil3
Audio file: https://traffic.megaphone.fm/APO6826494697.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-rundown-6758831/episodes/kevin-warsh-rattles-the-market-meta-and-microsoft-split-on-ai
Duration seconds: 753

## Resource

Market update for Thursday July 30th Check out the Public app for incredible investing tools and to support the show ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Why the bond market is already questioning Kevin Warsh’s credibility Meta’s earnings miss, shrinking free cash flow, and Wall Street’s frustration with its massive AI spending Microsoft’s strong quarter as Azure growth accelerates and Copilot adoption jumps Starbucks’ turnaround gaining momentum as customer traffic and same-store sales improve Carvana’s record quarter getting overshadowed by weaker-than-expected guidance DoorDash’s plan to build its own delivery drones and take food delivery to the sky

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## Transcript

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