Tech earnings, AI spending and Fed uncertainty drive markets 7/30/26

Strong earnings from Microsoft and resilient consumer spending are helping stabilize markets, even as investors reassess Big Tech, free cash flow and AI investment. Plus, cloud growth, AI infrastructure, and sector rotation continue creating opportunities across technology and the broader market. Later, Fed uncertainty, persistent inflation, higher bond yields and geopolitical risks keep investors focused on interest rates and the outlook for equities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.