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Big Tech Delivers; Key Fed Takeaways 7/30/25

Closing Bell

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Tech Titans' Financial Surge

This chapter analyzes the robust financial performance of Microsoft and Meta, highlighting Microsoft's first-time reporting of its Azure cloud revenue and Meta's strategic adjustments for 2025. The discussion delves into their contrasting AI strategies and the implications for the tech industry, emphasizing the shift towards decentralized intelligence and automation. Additionally, insights into the competitive landscape and automotive industry challenges are explored, particularly concerning tariffs and trade agreements.

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