With special guest Peter Garnry of Gesda Capital
Jul 3, 2026 - 39:25
Radio and PodcastLive Radio & PodcastsBusiness
Meta announcement: just a warning shot or the actual pin prick?
Today, a look at global equity markets roiled by Meta's announcement that it will rent out use spare data center capacity for AI applications, raising concerns for AI-linked cap-ex and all stocks linked with the "AI pick...
About This Episode
Meta announcement: just a warning shot or the actual pin prick? is an episode from Saxo Market Call by SaxoStrats. Today, a look at global equity markets roiled by Meta's announcement that it will rent out use spare data center capacity for...
Podcast
This episode belongs to Saxo Market Call.
Listen Online
Use the player on this page to stream the episode online.
Episode Details
Published Jul 2, 2026, 20:47 long, audio available.
Related Episodes
Continue listening to more episodes from Saxo Market Call.
Rocket Lab enters the space comms fray with Iridium grab. Also, USA at 250!
Jul 1, 2026 - 19:51
Leverage upon leverage, what could go wrong?
Jun 30, 2026 - 18:36
Flat Friday on the index surface, but bonkers beta underneath.
Jun 29, 2026 - 22:07
Apple pays for the hubris. Samsung to bust out a quadrillion in cap-ex.
Jun 26, 2026 - 22:37
Micron tries to revive AI hardware momo. Gold tests below 4,000.
Jun 25, 2026 - 24:03
The US dollar is having its cake and eating it too...for now.
Jun 24, 2026 - 33:55
Chips suddenly on tilt into Micron earnings Wednesday
Jun 23, 2026 - 24:45