Wall Street Breakfast Host
Appearances
Wall Street Breakfast
Trump playing chicken with the world?
Any other upcoming earnings to make note of?
Wall Street Breakfast
Trump playing chicken with the world?
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Wall Street Breakfast
Trump playing chicken with the world?
Brian Stewart, welcome back to Wall Street Breakfast. We're in some times, aren't we, friend?
Wall Street Breakfast
Trump playing chicken with the world?
Yeah, busy times, busy times, especially as the director of news. So tariff talk all around. What do you got for us? What would you share with investors?
Wall Street Breakfast
Trump playing chicken with the world?
Before we leave the tariff conversation in favor of some stock specific news, anything noteworthy to point out about the tariffs on the uninhabited islands?
Wall Street Breakfast
Trump playing chicken with the world?
So speaking of not knowing what the next steps are and having a lot of drama around the numbers and volatility are the Tesla Q1 delivery numbers that we saw yesterday. We did a special Bull Bear Investing Experts podcast episode around Tesla stock and There was some questioning of why the stock was moving up. Was it because of that political report? Is Elon Musk leaving Doge? He says no.
Wall Street Breakfast
Trump playing chicken with the world?
Hard to know exactly which sources to read when. But what would you say out of those numbers and what would you say for Tesla followers?
Wall Street Breakfast
Trump playing chicken with the world?
Yeah, certainly interesting to see what happens there. What would you say as it pertains to retail? We touched on it at the beginning of the conversation. We saw some movement. We saw a lot of movement out of some retail names, specifically the lower cost players like TJ Maxx, Costco. What would you say or what else would you say about the retail side of things?
Wall Street Breakfast
Trump playing chicken with the world?
And what would you say about the stocks that have been down this week? Restoration Hardware is a big one, but many of the tech names, as you mentioned, are also significantly down. How would you contextualize that for investors?
Wall Street Breakfast
Trump playing chicken with the world?
Is there a timeline for when we might know more about AI spending? What do you sense out of that? Or what are you seeing from that?
Wall Street Breakfast
Trump playing chicken with the world?
And what would you say about the financial earnings coming?
Wall Street Breakfast
Trump playing chicken with the world?
What are the things that investors should be most paying attention to as they navigate these unprecedented times in this market volatility?
Wall Street Breakfast
Trump playing chicken with the world?
It'd be nice to take our eyes off Washington a little bit, won't it?
Wall Street Breakfast
Trump playing chicken with the world?
Last week, you were talking about the importance of some employment data that we'd be getting this past week, also the manufacturing surveys coming out. What would you say about what we saw and what macro points are coming in the coming week?