Market Sell Off | Defending $MSFT
Episode Summary
Avi talks with trader Caleb about the AI sell-off. They ask whether big tech capex, Iran or a possible rate hike is behind it, then cover a Fermi ($FRMI) COO stock award tied to signing a first tenant by July 31 and Caleb's case for Microsoft ($MSFT) ahead of earnings. In the afternoon session, Problem Sniper joins Avi to discuss Eli Lilly ($LLY), GE, Tesla ($TSLA), Amazon ($AMZN), Reddit ($RDDT), $IWM, Micron ($MU) and Nebius ($NBIS). 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
- Market Sell Off | Defending $MSFT
- Channel
- The Daily Stack
- Published
- July 28, 2026
- Duration
- 2:32:13
- YouTube ID
- lzIv66hK-Ks
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