Tech Market Expectations Amid Microsoft Earnings
Amidst market volatility, investors anticipate Microsoft's earnings report alongside key factors like AI investments and Azure growth. As the Federal Reserve hints at potential rate cuts, attention shifts to smaller companies and away from 'Big Tech'.
The market eagerly awaits earnings from major players like Apple, Amazon, Meta, and AMD. With a focus on the Fed's upcoming decision, July's job report, and advancements in AI, investors weigh the impact of potential rate cuts against Big Tech performance.
The current debate centers on the timing and extent of expected rate cuts this year, as market dynamics continue to shift.
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