Software Slumps, Meta Surges on Earnings Beat, Lazard and Raymond James CEOs 1/29/26
The Nasdaq falls more than 2% as Microsoft and software move lower. What’s driving those declines? We discuss. Then, Meta shares jump after an earnings beat with investors shrugging off concerns about growing capex numbers. Plus, the CEOs of Lazard and Raymond James join the show on the back of earnings with their outlook for M&A and the macro economy.
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Show Notes
The Nasdaq falls more than 2% as Microsoft and software move lower. What’s driving those declines? We discuss. Then, Meta shares jump after an earnings beat with investors shrugging off concerns about growing capex numbers. Plus, the CEOs of Lazard and Raymond James join the show on the back of earnings with their outlook for M&A and the macro economy.
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