Rate cut expectations and strong earnings support the rally in Big Tech, says Plexo's Lo Toney
CNBC Televisionยท2025-07-11 21:18Big week for tech. NASDAQ, NASDAQ 100 hitting all-time highs. Nvidia pushing above $4 trillion in market cap, first company ever to reach that level.And some on Wall Street are now questioning Apple CEO Tim Cook's leadership. Let's talk about it all with Flexo Capital founding managing partner and CNBC contributor Lo Tony. Lo, it's been a long time.Good to see you. Happy. It is.Good to see you, John. So I want to try to wrap all of this together in a way because so much of this narrative is AIdriven about A ...