Closing Bell Closing Bell Overtime: Big Tech Delivers; Key Fed Takeaways 7/30/25
Jul 30, 2025
Jim Farley, CEO of Ford, shares insights on the company's recent quarter and ambitious EV strategy, revealing how tariffs are affecting their business landscape. Christina Partsinevelos dives into Qualcomm's earnings, discussing the company's diversification across sectors like automotive and IoT. Together, they explore the broader impacts of recent earnings reports from tech giants and the Federal Reserve’s evolving stance, making for a compelling look at the intersection of technology and finance.
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Fed's Hawkish Tone Subtly Felt
- The Fed's recent decision showed hawkishness despite a dovish-leaning statement.
- Markets reacted mildly, focusing on the Fed's 2026 and 2027 outlook instead.
Fed's Political Divide Emerges
- The Fed is politically divided, with Trump appointees dissenting against other members.
- This division signals a Fed pushing back against the administration's first half policies.
Microsoft's Azure Cloud Soars
- Microsoft reported strong earnings beats, notably $75 billion Azure cloud revenue for the year.
- Azure's 39% growth beats expectations, reflecting robust cloud demand.