All eyes are on earnings from major tech heavyweights expected Wednesday, particularly as this week's DeepSeek-fueled tech sell-off has led to further scrutiny on the high valuations and artificial intelligence ambitions of U.S. technology stocks.
With Meta Platforms, Tesla and Microsoft each set to report quarterly results after the market close, CNBC Pro combed through several analyst reports to find the most important figures Wall Street will key on from these companies.
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Cohen believes tariffs would hinder spending, while an immigration crackdown could slow the supply of workers and cause the employment rate to go down.
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