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Tech Earnings Drive the Rally 7/31/25

Halftime Report

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Tech Titans vs. Traditional Struggles

This chapter examines the contrasting fortunes of major tech companies like Meta and Microsoft against the backdrop of slower overall GDP growth. It analyzes the implications of their strong performances, especially in AI and cloud services, while highlighting the challenges faced by traditional industries such as UPS and Nike. The discussion raises critical concerns about investment trends, market dynamics, and the potential formation of a new economic bubble centered around AI advancements.

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