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The AI Trade
· 20 min
Episode The AI Trade
Microsoft surged 15% on its fastest cloud growth since 2022, while Meta slid 10% defending its AI spending. Aschenbrenner's hedge fund unwound positions after the AI rout, the EU targeted ChatGPT under the DSA, and airlines let AI set fares.
• Microsoft's Shares Surge on Fastest Cloud Growth Since 2022 (Bloomberg) • Meta Falls After Defending AI Bets to Skeptical Investors (Bloomberg) • AI investor Leopold Aschenbrenner forced to unwind all public stock positions after steep losses, sources say (CNBC) • Source: the European Commission plans to designate OpenAI's ChatGPT and Roblox as "very large online platforms" under the DSA as soon as August (Bloomberg) • Airlines are using AI to adjust seat prices more quickly, capturing more revenue while narrowing the pricing gaps that once let travelers find bargain fares (Bloomberg)
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Links in the notes 6
- https://www.bloomberg.com/news/articles/2026-07-29/microsoft-reports-quarterly-cloud-revenue-that-beat-estimates
- https://www.bloomberg.com/news/articles/2026-07-29/meta-gives-lackluster-third-quarter-revenue-forecast
- https://www.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html
- https://www.bloomberg.com/news/articles/2026-07-29/chatgpt-roblox-to-fall-under-strictest-eu-rules-for-platforms
- https://www.bloomberg.com/news/articles/2026-07-29/higher-airfares-loom-on-busy-routes-as-ai-squeezes-out-bargains
- https://tech.supercast.com/
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