{"slug": "microsoft-soars-meta-sinks-has-the-ai-narrative-flipped", "title": "Microsoft Soars, Meta Sinks: Has The AI Narrative Flipped?", "summary": "Microsoft's AI-driven earnings surge contrasted with Meta's slump, signaling a potential shift in the AI trade narrative, according to D.A. Davidson's Head of Technology Research Gil Luria. Meanwhile, Morgan Stanley's Chief U.S. Economist Mike Gapen predicts the Federal Reserve may keep rates unchanged for the rest of the year.", "body_md": "Ed Elson is joined by Gil Luria to break down earnings from Microsoft and Meta, and what the disparate results reveal about what’s next for the AI trade. Then, Mike Gapen returns to discuss the Federal Reserve’s interest rate decision and why he thinks rates might stay stagnant for the rest of the year. Finally, Ed gives his take on FIFA’s decision to sell its profits.\n\nGil Luria is the Head of Technology Research at D.A. Davidson. Mike Gapen is the managing director and Chief U.S. Economist at Morgan Stanley.\n\n*Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.*", "url": "https://wpnews.pro/news/microsoft-soars-meta-sinks-has-the-ai-narrative-flipped", "canonical_source": "https://www.profgmedia.com/p/microsoft-soars-meta-sinks-has-the", "published_at": "2026-07-30 11:03:24+00:00", "updated_at": "2026-07-30 11:08:35.351655+00:00", "lang": "en", "topics": ["artificial-intelligence", "ai-policy"], "entities": ["Microsoft", "Meta", "D.A. Davidson", "Morgan Stanley", "Gil Luria", "Mike Gapen", "Federal Reserve", "FIFA"], "alternates": {"html": "https://wpnews.pro/news/microsoft-soars-meta-sinks-has-the-ai-narrative-flipped", "markdown": "https://wpnews.pro/news/microsoft-soars-meta-sinks-has-the-ai-narrative-flipped.md", "text": "https://wpnews.pro/news/microsoft-soars-meta-sinks-has-the-ai-narrative-flipped.txt", "jsonld": "https://wpnews.pro/news/microsoft-soars-meta-sinks-has-the-ai-narrative-flipped.jsonld"}}