RIP QT

安息吧,QT

FT News Briefing

2025-10-30

11 分钟
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单集简介 ...

Meta and Microsoft had mixed earnings reports, the Federal Reserve cut interest rates and said it would halt quantitative tightening and South Korea has agreed to invest $350bn in the US in return for lower tariffs on car exports. Plus, John Malone is stepping down as chair of his media and telecoms empire, marking the end of an era in which the “cable cowboy” reshaped both industries. Mentioned in this podcast: Meta hit by huge AI spending Federal Reserve trims US interest rates by quarter point but casts doubt on December cut Federal Reserve nears end of QT amid signs of stress in money markets US and South Korea seal trade deal ‘Cable cowboy’ John Malone to step down from media and telecoms empire Today’s FT News Briefing was produced by Lucy Baldwin, Sonja Hutson, and Marc Filippino. Our show was mixed by Kelly Garry. Additional help from Gavin Kallmann and Michael Lello. The FT’s acting co-head of audio is Topher Forhecz. The show’s theme music is by Metaphor Music.  Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
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单集文稿 ...

  • Good morning from the Financial Times.

  • Today is Thursday, October 30th.

  • This is your FT News Briefing.

  • Meta had tech earnings yesterday it probably wants to forget.

  • Microsoft not so much.

  • And the Federal Reserve is going to stop shrinking its balance sheet.

  • Plus the cable cowboy is saying howdy to retirement.

  • I'm Mark Filipino and here's the news you need to start your day.

  • Meta and Microsoft left investors with mixed feelings when they reported earnings yesterday.

  • Let's start with Meta.

  • Revenues rose 26% last quarter, but its net income fell by a whopping 83%.

  • The company said that was because of a one-off income tax charge of nearly $15 billion.

  • That charge is related to U.S.

  • President Donald Trump's one big beautiful bill.

  • Meta's share price dropped more than 7% in after hours trading.

  • Then there was Microsoft,

  • and this one really comes down to investors having super high expectations.

  • Its cloud computing business, Azure, saw its revenue grow 39%.

  • That was higher than estimates, but it wasn't high enough.

  • Investors thought there would be even faster expansion because of Microsoft's partnership with OpenAI,