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The Future of the Rally 7/30/25

Halftime Report

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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.

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