Brian Stewart

churning next week is financial focus there's not a lot of tech companies on the docket but in the weeks following so as we get into the tail end of april we should start to get more tech companies reporting commentary from those tech companies is probably going to be pretty cloudy i think a lot of them are going to have to suspend guidance or sort of generalize their guidance in a way that that makes it difficult to get visibility just because they're all gonna be scrambling

churning next week is financial focus there's not a lot of tech companies on the docket but in the weeks following so as we get into the tail end of april we should start to get more tech companies reporting commentary from those tech companies is probably going to be pretty cloudy i think a lot of them are going to have to suspend guidance or sort of generalize their guidance in a way that that makes it difficult to get visibility just because they're all gonna be scrambling

to figure out the tariff situation. But within those earnings reports and the commentary that the management is going to provide, there should be kind of line items about underlying AI demand.

to figure out the tariff situation. But within those earnings reports and the commentary that the management is going to provide, there should be kind of line items about underlying AI demand.

to figure out the tariff situation. But within those earnings reports and the commentary that the management is going to provide, there should be kind of line items about underlying AI demand.

And so I think investors should look at that for longer term investment planning, looking for those nuggets of information that are going to come out of these earnings reports about the underlying demand for infrastructure build-out.

And so I think investors should look at that for longer term investment planning, looking for those nuggets of information that are going to come out of these earnings reports about the underlying demand for infrastructure build-out.

And so I think investors should look at that for longer term investment planning, looking for those nuggets of information that are going to come out of these earnings reports about the underlying demand for infrastructure build-out.

I feel that the market's going to be very macro focused for a while. So I think individual companies, there might be large positive surprises or large negative surprises. However, in general, I don't know if that's going to provide a catalyst to move the overall market because I think we'll be so obsessed. with political machinations that are going to surround the tariff announcements.

I feel that the market's going to be very macro focused for a while. So I think individual companies, there might be large positive surprises or large negative surprises. However, in general, I don't know if that's going to provide a catalyst to move the overall market because I think we'll be so obsessed. with political machinations that are going to surround the tariff announcements.

I feel that the market's going to be very macro focused for a while. So I think individual companies, there might be large positive surprises or large negative surprises. However, in general, I don't know if that's going to provide a catalyst to move the overall market because I think we'll be so obsessed. with political machinations that are going to surround the tariff announcements.

But I do see it as a signpost as we're going to start getting more earnings related data, financial related data in general. So I think the market's going to, over the next few weeks, start the process of kind of turning inward a little bit and taking its eyes off of Washington and more on Wall Street in general.

But I do see it as a signpost as we're going to start getting more earnings related data, financial related data in general. So I think the market's going to, over the next few weeks, start the process of kind of turning inward a little bit and taking its eyes off of Washington and more on Wall Street in general.

But I do see it as a signpost as we're going to start getting more earnings related data, financial related data in general. So I think the market's going to, over the next few weeks, start the process of kind of turning inward a little bit and taking its eyes off of Washington and more on Wall Street in general.

Yeah.

Yeah.

Yeah.

So next week, we got the FOMC minutes, which are going to let us know what the Fed was talking about and thinking about when it made its last rate announcements. We're also going to get the CPI and PPIs. We're going to get the latest inflation data.

So next week, we got the FOMC minutes, which are going to let us know what the Fed was talking about and thinking about when it made its last rate announcements. We're also going to get the CPI and PPIs. We're going to get the latest inflation data.

So next week, we got the FOMC minutes, which are going to let us know what the Fed was talking about and thinking about when it made its last rate announcements. We're also going to get the CPI and PPIs. We're going to get the latest inflation data.