{"podcast":{"title":"The Compound and Friends","slug":"the-compound-and-friends-743660","podcast_index_feed_id":743660,"rss_url":"https://feeds.megaphone.fm/TCP4771071679","website_url":"https://thereformedbroker.com/podcast/","image_url":"https://megaphone.imgix.net/podcasts/c0f06420-11e1-11ee-a510-23f565a6b03e/image/b3d6e0a8116d0a9d7b3ca47e27d801b1.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Josh Brown","episode_count":591,"summary":"Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Tuesday and Friday for expert insight and hot takes on the latest in business and investing. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/","last_synced_at":"2026-07-29T10:20:19.950801+00:00","page_url":"https://stenobird.com/podcast/the-compound-and-friends-743660"},"episode":{"title":"AI Darlings Wrecked, Earnings Preview META, MSFT, AAPL, AMZN, Rate Hike Spook, Nvidia’s OpenAI Deal","slug":"ai-darlings-wrecked-earnings-preview-meta-msft-aapl-amzn-rate-hike-spook-nvidia-s-openai-deal","published_at":"2026-07-28T22:28:00+00:00","page_url":"https://stenobird.com/podcast/the-compound-and-friends-743660/ai-darlings-wrecked-earnings-preview-meta-msft-aapl-amzn-rate-hike-spook-nvidia-s-openai-deal","show_page_url":"https://stenobird.com/podcast/the-compound-and-friends-743660","url":"https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP2214322969.mp3","audio_url":"https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP2214322969.mp3","summary":"On this episode of What Are Your Thoughts, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ preview earnings from Microsoft, Meta, Amazon, and Apple, breaking down the biggest questions facing the market: Is Azure growth enough to justify Microsoft's AI spending? Can Meta's AI investments keep powering ad growth? Will AWS reaccelerate? And what does Apple's capital-light AI strategy mean as Tim Cook prepares for his final earnings call as CEO? Plus: - Why the market keeps shrugging off bad news - The surprising relationship between stock momentum and earnings beats - The brutal selloff in semiconductors and Corning - Sam Altman's latest AI warnings and the Hugging Face controversy - The Fed, market resilience, and what to expect from SpaceX's first earnings call next week. This episode is sponsored by DBM⁠⁠⁠F. To learn more about the alternative solution for the model revolution check out: https://www.DBMF.com/WAYT Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of…","meta_description":"On this episode of What Are Your Thoughts, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mich…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2913,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-compound-and-friends-743660/episodes/ai-darlings-wrecked-earnings-preview-meta-msft-aapl-amzn-rate-hike-spook-nvidia-s-openai-deal/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-compound-and-friends-743660/ai-darlings-wrecked-earnings-preview-meta-msft-aapl-amzn-rate-hike-spook-nvidia-s-openai-deal.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}