Daily Cuts

Breaking down Big Tech earnings amid Trump tariffs, new China player


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Earnings from the Magnificent 7 continue this week amid the shadow of tariffs imposed by US President Donald Trump and in the wake of DeepSeek’s launch from China. On Asia First, Andrea Heng and Elakeyaa Selvaraji digest the latest results from Big Tech names and the threats to their AI-frontiered future with Ray Wang, CEO, Constellation Research

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