P U N D I T R U M B L E The Tape Debates Scores

Seema Mody

CNBC (reporter)

First call on the ledger

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Where they stand

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NeutralPrivate Credit 2026-07-24

Meta data-center financing cost. STANCE corrected bear->neutral: attributed reporting; the number is the FT's

“bond investors are requiring a 7.5% rate”

Seema Mody · CNBC (reporter) · CNBC ↗

1 more from Mody

NeutralThe AI Trade 2026-07-24

hyperscaler cash math. STANCE corrected bear->neutral: reporter conveying market math, forward projection

“spend more on capex than they generate in free cash flow by next year”

Seema Mody · CNBC (reporter) · CNBC ↗

Nasdaq since this was said: ▼ -2.1% · 24,976 → 24,443 · as of 2026-07-29

1 more from Mody

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