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Prof G Markets — Big Tech Breaks Away From the Pack as Markets Stumble on Tariff Blitz
Buzzing ratingBUZZING· 77%1h 08m·2025-08-04·Money

Big Tech Breaks Away From the Pack as Markets Stumble on Tariff Blitz

Prof G Markets

Scott and Ed break down earnings from Microsoft, Meta, Apple, and Amazon, with Scott identifying a shift in the cloud space. Ed explains how the market is reacting to capex spending and what that tells us about investor sentiment. Then they turn to the latest tariff blitz. Ed unpacks why many of the so-called “trade…

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