Brian Stewart

Yeah, Berkshire is always going to make headlines because people are going to look for Buffett's macro assessments. So it's not going to be the results of the company specifically, but more about what Warren Buffett sees generally for the market. So watch for headlines there. I think in terms of the healthcare conversation, I think HIMSS is a good...

Yeah, Berkshire is always going to make headlines because people are going to look for Buffett's macro assessments. So it's not going to be the results of the company specifically, but more about what Warren Buffett sees generally for the market. So watch for headlines there. I think in terms of the healthcare conversation, I think HIMSS is a good...

Yeah, Berkshire is always going to make headlines because people are going to look for Buffett's macro assessments. So it's not going to be the results of the company specifically, but more about what Warren Buffett sees generally for the market. So watch for headlines there. I think in terms of the healthcare conversation, I think HIMSS is a good...

company to look at just in terms of being sort of the low price direct to customer kind of company having kind of a different business model than a Merck or Pfizer. So seeing how its results are going, especially as we talk about weight loss drugs, and that's obviously a huge part of their business. So I think that that's definitely interesting.

company to look at just in terms of being sort of the low price direct to customer kind of company having kind of a different business model than a Merck or Pfizer. So seeing how its results are going, especially as we talk about weight loss drugs, and that's obviously a huge part of their business. So I think that that's definitely interesting.

company to look at just in terms of being sort of the low price direct to customer kind of company having kind of a different business model than a Merck or Pfizer. So seeing how its results are going, especially as we talk about weight loss drugs, and that's obviously a huge part of their business. So I think that that's definitely interesting.

Other than those names, NVIDIA obviously is the big one coming out. I think if you're talking about the AI trade, that'll be a good litmus test of how that's going. Especially look for commentary from them about DeepSeek specifically and growing competition in the AI space generally. Also, they might have something to say about trade concerns, both tariffs and restrictions of selling products.

Other than those names, NVIDIA obviously is the big one coming out. I think if you're talking about the AI trade, that'll be a good litmus test of how that's going. Especially look for commentary from them about DeepSeek specifically and growing competition in the AI space generally. Also, they might have something to say about trade concerns, both tariffs and restrictions of selling products.

Other than those names, NVIDIA obviously is the big one coming out. I think if you're talking about the AI trade, that'll be a good litmus test of how that's going. Especially look for commentary from them about DeepSeek specifically and growing competition in the AI space generally. Also, they might have something to say about trade concerns, both tariffs and restrictions of selling products.

certain chips to certain countries. So there might be questions asked in the earnings conference call about that. So that would be interesting to look at. And then just in a totally different sector, Home Depot and Lowe's are both reporting next week. The Home Depot especially saw a lot of strength in the second half of last year, but has been choppy lately. And

certain chips to certain countries. So there might be questions asked in the earnings conference call about that. So that would be interesting to look at. And then just in a totally different sector, Home Depot and Lowe's are both reporting next week. The Home Depot especially saw a lot of strength in the second half of last year, but has been choppy lately. And

certain chips to certain countries. So there might be questions asked in the earnings conference call about that. So that would be interesting to look at. And then just in a totally different sector, Home Depot and Lowe's are both reporting next week. The Home Depot especially saw a lot of strength in the second half of last year, but has been choppy lately. And

A lot of that is concerns about the housing market with interest rates going up and the price of loans going up. But this could go either way for Home Depot if housing stock is getting older because home building is slowing down and its home equity loans become more expensive. So people can't pay to hire a contractor to come do their addition.

A lot of that is concerns about the housing market with interest rates going up and the price of loans going up. But this could go either way for Home Depot if housing stock is getting older because home building is slowing down and its home equity loans become more expensive. So people can't pay to hire a contractor to come do their addition.

A lot of that is concerns about the housing market with interest rates going up and the price of loans going up. But this could go either way for Home Depot if housing stock is getting older because home building is slowing down and its home equity loans become more expensive. So people can't pay to hire a contractor to come do their addition.

You might see more do-it-yourself kind of upgrades in houses, which... would benefit Home Depot. So I would look at their commentary, both about the housing market in general and just how consumers are responding.

You might see more do-it-yourself kind of upgrades in houses, which... would benefit Home Depot. So I would look at their commentary, both about the housing market in general and just how consumers are responding.

You might see more do-it-yourself kind of upgrades in houses, which... would benefit Home Depot. So I would look at their commentary, both about the housing market in general and just how consumers are responding.

So Walmart was down after its earnings, down about 6%. The outlook was cautious. So I think the worry there was that the consumer in general is starting to slow spending. You and I talked last week about how Walmart might benefit from people... replacing some of their purchases with lower cost things.

So Walmart was down after its earnings, down about 6%. The outlook was cautious. So I think the worry there was that the consumer in general is starting to slow spending. You and I talked last week about how Walmart might benefit from people... replacing some of their purchases with lower cost things.