

Microsoft, Meta Post Big Gains; President Trump Announces Tariff Deals
16 snips Jul 31, 2025
Dan Ives, Global Head of Tech Research at Wedbush Securities, shares his insights on the booming tech earnings from Microsoft and Meta, both driven by major investments in AI. He discusses the fluctuating dollar and the Federal Reserve's interest rates amidst economic uncertainty. Ives also delves into President Trump's recent tariff announcements aimed at reshaping global trade relations, including significant tariffs on imports from South Korea and India. His analysis offers a fascinating look at the intersection of technology, economics, and politics.
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Meta Uses AI to Boost Ads
- Meta's advertising growth accelerates due to AI-enhanced engagement, boosting ad impressions by 11%.
- This reflects AI's power in increasing user time spent on Meta's family of apps despite flat user growth.
Ford CEO on Tariff Impact
- Ford's CEO Jim Farley revealed tariffs increased costs by $2 billion, impacting adjusted earnings by up to 36%.
- Ford is actively working with the government to reduce tariff expenses and improve competitiveness.
Fed Holds Rates Amid Uncertainty
- The Federal Reserve maintained interest rates despite White House pressure, reflecting ongoing economic uncertainties.
- Two Fed members dissented, advocating a rate cut for the first time in over 30 years.