
Worldwide Exchange 1/29/26
Morning Call
00:00
Meta, Microsoft, Tesla: London Analysis
Arjun Karpal breaks down Meta's capex plan, Microsoft cloud growth concerns, and Tesla's pivot to autonomy and robotics.
Play episode from 04:06
Transcript

Arjun Karpal breaks down Meta's capex plan, Microsoft cloud growth concerns, and Tesla's pivot to autonomy and robotics.