Mark Tepper joined Mornings with Maria to analyze a flurry of market-moving stories. He discussed Microsoft’s rising stock and major layoffs despite AI-driven savings, highlighting the tension between tech growth and job cuts. Tepper emphasized how ongoing tariff uncertainty is stalling small business growth and capital expenditures, calling for clarity ahead of the August 1 deadline. He also weighed in on Tesla’s dip, the upcoming earnings season, and why tech could outperform due to foreign revenue and a weakening dollar. The discussion wrapped with a warning about political intimidation targeting ICE agents and its broader economic implications.