Big Tech Breaks Away From the Pack as Markets Stumble on Tariff Blitz
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 deals” aren’t really deals, and Scott explains why tech seems shielded from the fallout while traditional American companies are feeling the pain. Finally, they dive into the robotaxi wars, debating whether companies should go vertical and which player is best positioned to dominate.
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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 deals” aren’t really deals, and Scott explains why tech seems shielded from the fallout while traditional American companies are feeling the pain. Finally, they dive into the robotaxi wars, debating whether companies should go vertical and which player is best positioned to dominate.
Subscribe to the Prof G Markets newsletter
Order "The Algebra of Wealth," out now
Subscribe to No Mercy / No Malice
Follow the podcast across socials @profgmarkets
Follow Scott on Instagram
Learn more about your ad choices. Visit podcastchoices.com/adchoices
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