Uploaded July 2026 | Updated September 2026, 3 weeks ago
On this episode of What Are Your Thoughts?, 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: DBMF.com/WAYT
COMPOUND MERCH: idontshop.com
►00:00 - Intro
►02:29 - META, MSFT, AMZN, AAPL EARNINGS
►21:00 - The Teflon market
►31:50 - SemiCrash
►37:44 - Corning Crash
►44:40 - The Fed
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Twitter: twitter.com/thecompoundnews
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Linkedin: linkedin.com/company/the-compound-media
Sign up for The Compound newsletter: thecompoundnews.com/subscribe
Listen to our podcasts:
TCAF: podcasts.thecompoundnews.com/show/TCAF
Animal Spirits: podcasts.thecompoundnews.com/show/animalspirits
Ask The Compound: podcasts.thecompoundnews.com/show/ATC
Talking Wealth: podcasts.thecompoundnews.com/show/talking-wealth
Investing involves the risk of loss. This podcast is for informational purposes only and should not be relied upon for investment decisions and is not a solicitation or recommendation to buy or sell any securities. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See additional disclosures: ritholtzwealth.com/podcast-youtube-disclosures. “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated.
The Compound Media, Inc, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation with, Ritholtz Wealth Management or any of its employees. See disclaimers: ritholtzwealth.com/podcast-youtube-disclosures.
The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, it may be obtained by visiting http://www.imgp.com. The iMGP DBi Managed Futures Strategy ETF is distributed by ALPS Distributors, Inc.
#StockMarket #Investing #Stocks #TheCompound #AI #finance #joshbrown #invest
On this episode of What Are Your Thoughts?, 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: DBMF.com/WAYT
COMPOUND MERCH: idontshop.com
►00:00 - Intro
►02:29 - META, MSFT, AMZN, AAPL EARNINGS
►21:00 - The Teflon market
►31:50 - SemiCrash
►37:44 - Corning Crash
►44:40 - The Fed
instagram: instagram.com/thecompoundnews
Twitter: twitter.com/thecompoundnews
TikTok: tiktok.com/@thecompoundnews
Linkedin: linkedin.com/company/the-compound-media
Sign up for The Compound newsletter: thecompoundnews.com/subscribe
Listen to our podcasts:
TCAF: podcasts.thecompoundnews.com/show/TCAF
Animal Spirits: podcasts.thecompoundnews.com/show/animalspirits
Ask The Compound: podcasts.thecompoundnews.com/show/ATC
Talking Wealth: podcasts.thecompoundnews.com/show/talking-wealth
Investing involves the risk of loss. This podcast is for informational purposes only and should not be relied upon for investment decisions and is not a solicitation or recommendation to buy or sell any securities. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See additional disclosures: ritholtzwealth.com/podcast-youtube-disclosures. “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated.
The Compound Media, Inc, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation with, Ritholtz Wealth Management or any of its employees. See disclaimers: ritholtzwealth.com/podcast-youtube-disclosures.
The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, it may be obtained by visiting http://www.imgp.com. The iMGP DBi Managed Futures Strategy ETF is distributed by ALPS Distributors, Inc.
#StockMarket #Investing #Stocks #TheCompound #AI #finance #joshbrown #invest
