Start / Wall Street Breakfast / Wall street roundup tech earnings bring comfort strange fed dynamics

Wall Street Breakfast

Wall Street Roundup: Tech earnings bring comfort, strange Fed dynamics

16 min • 1 augusti 2025

Microsoft and Meta earnings bring comfort (0:20). Intel left out in the cold (2:20). Post-earnings declines (3:35). Strange and somewhat surprising Fed dynamics (7:55). Earnings next week, AMD most interesting (13:10).

Show Notes:
Wall Street slumps to a negative close as trade jitters counter earnings euphoria
UnitedHealth appoints Wayne S. DeVeydt as new CFO, Rex steps down
Microsoft outlines double-digit revenue and operating income growth as AI momentum accelerates

Episode transcripts: seekingalpha.com/wsb

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