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SOTS 2nd Hour: Jobs Report & Big Tech Breakdown, PLUS: SEC Chair, Goldman’s Chief Economist, & Atlanta Fed President Bostic 8/1/25

Squawk on the Street

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Analysis of Recent Big Tech Earnings and Market Reactions

This chapter analyzes recent earnings reports from tech giants like Amazon and Apple, focusing on Amazon's disappointing profit guidance and its impact on investor sentiment. Analysts discuss the contrasting views on growth potential, particularly for Amazon's cloud services, while also examining Microsoft's performance and the implications of the AI revolution in the industry.

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