Wall Street Breakfast Wall Street Roundup: Tech earnings bring comfort, strange Fed dynamics
6 snips
Aug 1, 2025 Microsoft and Meta's strong earnings provide optimism, while Intel struggles to make an impact. The podcast delves into the Fed's unexpected decision to hold rates steady amidst political pressures. A closer look at how presidential rhetoric affects market confidence highlights the complexities of Fed independence. The anticipation builds for AMD's upcoming earnings, driven by AI growth, and the changing landscape for consumer brands like McDonald's in the face of evolving dining habits.
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Tech Earnings Spark Confidence
- Microsoft and Meta’s earnings provide strong comfort for tech investors amid AI momentum.
- Their stocks have rallied over 60% from April lows, showing clear value from AI investments.
Intel’s Struggles Stand Out
- Intel struggles despite tech rally, showing losses and weak guidance.
- Investors see Intel's problems as isolated, not indicative of broader tech issues.
Broader Economy Shows Strains
- Companies like UnitedHealth, UPS, and Southwest reveal economic strain beneath tech optimism.
- These firms show macro uncertainties like weak consumer spending and rising costs impacting broader economy.