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Tom Essaye chats with Yahoo Finance Executive Editor Brian Sozzi

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I think that this is a very smart move by Meta, Says Tom Essaye

Is Meta’s recent rally sustainable?

Sevens Report Research founder Tom Essaye chats with Yahoo Finance Executive Editor Brian Sozzi about Meta’s latest stock moves and what that may signal about its sustainability.

So essentially kind of the bullish catalyst was AI deciding to lease out a lot of their processing power and compute to all this AI demand. So here we go. We’re sort of leveraging on the AI data center demand craziness even more. And don’t get me wrong, people are paying for a premium and I think that this is a very smart move by Meta.

But I don’t view this as sort of a this isn’t a sustainable turn for them. This is them just looking around saying, okay, what can we make money on and we have capacity here and let’s lease it out while demand is sky high. Shrewd move in the short term. I think it is created a decent size bump in the stock obviously, and the chart is looking better, but for me it’s going to be about earnings, it’s going to be about their CapEx number, what’s happening with free cash flow, and what is their guidance on how we turn all of this into real money sooner than later.

Also, click here to view the full video published on Yahoo Finance on July 14th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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AI Stocks Lead Market Selloff, but Sevens Report Says “Nothing’s Gone Wrong”

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AI Stocks Lead Market Selloff, but Sevens Report Says “Nothing’s Gone Wrong”

Is the entire AI-driven rally suddenly at stake?

The Nasdaq suffered its worst week since April, falling 3% as mega-cap tech and AI-linked names led the decline. But according to Sevens Report Research, “nothing new” has gone wrong with the AI story.

The firm said the pullback reflects investors confronting “the tectonic gap between the amount of money being spent to build out AI capacity…and the paltry amount of revenue that AI is generating.”

That concern was highlighted when Apple reportedly agreed to pay Google only $1 billion to use its Gemini model in an AI-powered Siri — far less than AI bulls had hoped. “It reinforces the view that AI [is] not really being ‘worth’ that much to the end user,” Sevens noted.

Other developments, including Oracle’s heavy AI infrastructure spending and Meta’s post-earnings drop, fueled additional worries.

Still, Sevens emphasized that “nothing has occurred that makes us think the entire AI-driven rally is suddenly at stake.” The firm called the recent weakness a “sobering moment” rather than the start of a collapse, adding that without AI enthusiasm and capital spending, both the market rally and U.S. economic growth “would be much, much smaller.”

Also, click here to view the full article published in Investing.com on November 10th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

The Companies Financing AI: Tom Essaye Interviewed on Yahoo Finance

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Tom Essaye joins Yahoo Finance to discuss Big Tech names financing artificial intelligence (AI) buildouts with debt

Google, Meta finance AI with debt: Why it’s ‘bullish’ for now

Sevens Report Research founder Tom Essaye, Yahoo Finance Senior Reporter Ines Ferré, and Yahoo Finance Senior Reporter Brooke DiPalma join Opening Bid host Brian Sozzi to discuss the Big Tech names financing artificial intelligence (AI) buildouts with debt.

Also, click here to view the full interview on Yahoo Finance published on November 3rd, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

What the New Low in FRC Means for Markets

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What’s in Today’s Report:

  • What the New Low in FRC Means for Markets
  • Chart Update:  Possible Head and Shoulders
  • The Most Consistent Market Indicator Right Now (It’s in Bonds)

Futures are modestly higher thanks to more solid tech earnings overnight and some small political progress.

Meta (FB) joined MSFT and GOOGL in posting strong earnings and the stock was up more than 10% overnight.

Politically, House Republicans (barely) passed their debt ceiling bill and now more substantial negotiations can begin with the White House.

Today focus will remain on data and earnings.  Economically, the key report today is Jobless Claims (E: 249K), although the financial media will focus more on Q1 GDP (E: 2.0%).  But, Q1 GDP is a stale number at this point (it covers Jan-Mar) compared to jobless claims, which will tell us if we’re seeing more deterioration in the labor market.  Any move towards, or modestly above, 250k would further hint at labor market deterioration (which would be a mild positive for markets).

Turning to earnings, this remains the busiest week for results and key reports we’re watching today include:  AMZN (E: $0.21), INTC ($0.16), CAT ($3.79), AAL ($0.04), MA ($2.71), MRK ($1.34) and MO ($1.19).