Amazon, Meta, Microsoft, and Apple Oh MY!
Episode Summary
The Daily Stack previews a big earnings week for $AMZN, $META, $MSFT and $AAPL, with Nick (JFDI) and Jody discussing capex expectations, the $RDDT and Google contract leak, memory stocks like $MU and $SNDK, $CELH, and the FOMC and GDP calendar. Varda Pandey, founder of Pandemonium, then breaks down Strategy ($MSTR): its capital structure, mNAV, convertibles and preferreds like $STRC, dollar debasement, the AI earnings bubble, and where she sees Bitcoin by year end. This podcast is powered by Scanley, AI visibility for banks and credit unions.
About This Episode
This episode of The Daily Stack covers topics related to Bitcoin and cryptocurrency. Watch the full episode above for the complete discussion.
Episode Details
- Title
- Amazon, Meta, Microsoft, and Apple Oh MY!
- Channel
- The Daily Stack
- Published
- July 27, 2026
- Duration
- 2:03:03
- YouTube ID
- SDwH6n9nzgo
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