Wall Street Breakfast Microsoft joins the $4 trillion club
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Jul 31, 2025 Microsoft achieves a remarkable $4 trillion market cap alongside Nvidia after impressively strong results. Meta Platforms capitalizes on advancements in SuperIntelligence and GenAI, boosting its market presence. Inflation readings raise concerns, impacting consumer spending patterns. Meanwhile, Tesla is making waves with its robotaxi service, but faces regulatory hurdles ahead.
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Microsoft's AI-Driven Valuation Surge
- Microsoft reached a $4 trillion market cap driven by strong AI and cloud growth.
- Analysts see this as validation of an ongoing AI revolution with more monetization ahead.
Meta's Growth Fueled by AI
- Meta's strong results boosted analyst optimism about its AI and monetization prospects.
- New AI tools and superintelligence advancements offer long-term growth potential.
Sticky Inflation and Cautious Consumers
- Inflation remains sticky with June core PCE rising above forecasts, signaling persistent inflation pressures.
- Consumer spending data shows caution and slowing discretionary purchases in the economy.