Squawk on the Street SOTS 2nd Hour: Big Tech Rallies, Tariffs Latest, and Gauging A Market Bottom 03/24/25
Mar 24, 2025
Brent Thill, a seasoned analyst from Jefferies, discusses Microsoft's impressive stock rally and its strategic moves in AI, suggesting the tech giant may finally be turning a corner. Eamon Javers, a CNBC political reporter, provides insights on President Trump's impending tariffs and their potential effects on various sectors, including tech and automotive. The talk dives into economic complexities, consumer confidence amidst tariff discussions, and how both companies and law firms are navigating this turbulent landscape. It's an engaging conversation about tech market dynamics and geopolitical implications.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 3min
Economic Tensions: Tariffs and Consumer Confidence
03:09 • 11min
Microsoft's Market Resurgence
14:19 • 4min
Microsoft and AI: Partnerships and Profitability
18:42 • 5min
Salesforce vs. Microsoft: AI and Market Trends
23:53 • 5min
Market Volatility and Geopolitical Tensions
28:50 • 18min
Impact of Tariffs on Foreign Real Estate Buyers
47:17 • 3min