
The Future of the Rally 7/30/25
Halftime Report
00:00
Tech Earnings and Market Dynamics
This chapter analyzes the stock market's reaction to earnings reports from major tech companies like Microsoft and Alphabet, expressing skepticism about future gains. It highlights expectations around Microsoft's growth in cloud services and AI, while contrasting it with Alphabet's mixed performance. The discussion extends to significant trends within the semiconductor industry, emphasizing ongoing investments and their implications for the market.
Transcript
Play full episode