# Meta eyes AI cloud business

Page: https://stenobird.com/podcast/wall-street-breakfast-618041/meta-eyes-ai-cloud-business
Text version: https://stenobird.com/podcast/wall-street-breakfast-618041/meta-eyes-ai-cloud-business.md
Podcast: [Wall Street Breakfast](https://stenobird.com/podcast/wall-street-breakfast-618041)
Published: 2026-07-01T18:45:54+00:00
Episode link: https://seekingalpha.com/wsb?source=wsb_podcast:meta_eyes_ai_cloud_business
Audio file: https://api.spreaker.com/download/episode/72777346/wsl_combined_070126_7_1_26_2_29_pm.mp3
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JSON: https://stenobird.com/v1/public/podcasts/wall-street-breakfast-618041/episodes/meta-eyes-ai-cloud-business
Duration seconds: 218

## Resource

Meta explores selling excess AI compute . (0:15) Nike beats, but China weak . (1:02) Private jobs gains fall short . (1:54) Show Notes William Blair Conviction List AOL public again (sorta) Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

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## Transcript

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