Steve Kovach, a business and tech reporter, delivers insights on major earnings from Microsoft and Meta, noting why their stocks fell despite reporting strong revenue. David Zervos, Chief Market Strategist at Jefferies, provides a macro perspective, discussing Fed policies and their implications for investors. He analyzes inflation risks and the evolving Federal Reserve stance, suggesting a more cooperative environment ahead. The conversation wraps up with expectations for earnings from other tech giants and the future landscape of investment.
