Ep. 19 — Meta Tanks, Google Pops, Oil Soars

Meta gets smoked while Alphabet rips, oil hangs over $120 with the UAE walking out of OPEC, and a hot data dump hits at 8:30. Add a REIT redemption freeze and falling gold, and you've got markets trying to price earnings shocks, inflation signals, and a supply crunch all before lunch.

Today's stories:

• Intro — Meta vs. Google split, oil at $120, data tsunami, and a REIT freeze set the table.
• The Tape — Intent ads beat interruption ads; energy and infrastructure bid while gold fades and crypto bleeds.
• The Footnotes — UAE’s OPEC exit rewires energy, France’s timing is comic, gold vs. real yields, and REITs bifurcate.
• The Nerd Corner — Meta’s AI spend is defensive, Google’s is offensive; nuclear PPAs change rate sensitivity; Nvidia is the tell.

The Calls:

• Tom: Nvidia closes red, down at least 2%.
• Ray: Gold ETF finishes up at least 2%.
• Alex: Meta closes down at least 3%.

New episode every weekday before US market open.
Find us on threeclowns.co | YouTube | TikTok | X

Produced using AI-generated voices.