Brian Stewart
speaker
910 appearances
18 recordings
2 series
first heard Feb 2025
last heard 10 Apr
Brian Stewart’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 8 in all, peaking in Feb 2026 with 4.
Appearances
to customers so you might see a a rush of higher prices or um and this isn't tariff related related but you've seen companies put in um
um extra extra pricing for the eggs you know as as egg prices have um gone up so you do see companies find ways to pass these costs on to consumers so the whether or not a company can do that is going to be based on their individual business so it's really going to be kind of company specific and so if you look at like budweiser in general it seems like so far they've been pretty successful
And you can also see that kind of filtering through to the consumer level in the Conference Board Consumer Confidence Index report. The inflation expectations, consumers' inflation expectations jumped to 6% from just over 5% in the previous month. Just as a reference, the Fed is looking to keep inflation about 2%. So you have consumers sort of seeing a 3%. predicting a 3X to the Fed's benchmark.
So consumers are becoming ready for higher inflation. So that might give some companies a green light to go ahead and raise prices. On an ending note, underline again the jobs data that's coming out. I think that's going to be critical, especially as you're looking for Fed policy. Like I said, the Fed is starting to find itself in a trap.
And so that'll be sort of the key to whether or not it has some inflation fighting room left to go.
Great to be here, Rena.
I think this past week was dominated by a few corporate earnings stories. Don't know that there was a firm direction given to the market by macro. I think we're still trying to feel out the Fed, feel out the administration, the Trump administration. So I think that the back and forth of individual stocks was kind of the news for the last week. And in general, the news was relatively good.
Putting out a few of the highlights, Applovin had a brilliant earnings report. It is benefiting from a focus shift to AI and e-commerce. It's a software platform that advertisers use to enhance the marketing in content. And so it's a good kind of B2B platform. play if you're kind of trying to get the temperature of the market in general.
So the stock surged 24% on the earnings report and continued higher in the following session. It's off 11%, sort of a profit taking. So there are some valuation worries, but in general, its results were kind of a sign that AI is still filtering its way through company results.
And so if you're an investor who can kind of pick the next company that's going to see the big AI boost, you can still get in pre-catalyst for some of these stocks. And another one for last week that had a big move was analog devices. It had better inspected earnings and guidance. Its bookings were gradually improving and increased its share buyback program.
And that had the stock up 18% over the past week.
Yeah, I think ADI gives us a good boost to the chip sector in general. So you saw Micron up 14% in the past week and Texas Instruments up 9% in the past week. NVIDIA was up as well. I'm sure we're going to talk about that when we're looking into next week. But looking into the chips, an interesting story in itself was Intel.
It got a boost after Taiwan Semiconductor and Broadcom were reported to have interest in buying parts of Intel, so breaking it up. Intel's been a long running turnaround hope. So the company is looking to kind of get off the mat. And the M&A news, I think it's an interesting test of the new administration and what its kind of regulatory oversight will be in terms of approving or not approving M&A.
This one has a lot of complexities, especially with the overseas elements of Taiwan Semiconductor. I mean, there's no deal in place now, so there's really nothing for the Trump administration to say. But I think it's a good litmus test. I think if you're interested in this sector, I think watching the headlines surrounding Intel and possible M&A activity could be a good sign of the feeling for...
both players within the space about consolidation as AI becomes more important, and then also what the administration is going to do.
I think it's still up in the air. Generally speaking, the Trump administration was viewed as pro-business, low regulation. But obviously one of his other tenants is kind of a nationalist bent, a protectionist bent with the tariffs and immigration policy. So...
While it might look the other way in terms of general antitrust concerns in terms of dealmaking, the foreign aspect of parts of this deal might be problematic. So that's why I think it's a good test to just sort of see where sentiment actually lies within the administration.
Yeah, I think Alibaba is one to look at. It was only up 6% in the past week, got a mild boost after its earnings report. It's up 7% post-earnings, but that was after already running up significantly in anticipation to the earnings. It was actually up eight sessions in a row in the days running up to earnings. The earnings announcement is up 67% since mid-January.
Post-earnings boost came with strong AI-related revenue, and that's been the hope over the past month is that those results would sort of fulfill the promise that the company would show a big boost in AI. And so since that was fulfilled, there was no letdown after the huge run-up ahead of the earnings. I think that's a good sign, again, for the AI trade that there are still pockets remaining
where that has not been baked into the stock price yet. There were a couple of downside earnings reports in the past week. Bedtronic was down. It fell 7% on its results. It's basically flat over the last 12 months. It beat on its earnings and missed on revenue. Investors feel that the bid to high single digit growth rates that the company's been showing are disappointing.
Showing 821–840 of 910 · page 42 of 46
← Previous
Next →