Where AMZN, GOOGL, META & MSFT Stand in AI Race Challenged by Hawkish Fed

Jed Ellerbroek talks about the latest market moves in the tech sector, highlighting companies Meta Platforms (META), Microsoft (MSFT), Alphabet (GOOGL) and Amazon (AMZN). He says these firms are generating strong returns on their data center investments and are well positioned for continued performance. Jed also speaks on expectations around Federal Reserve leadership under Kevin Warsh.

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