Greg Smith

Product-wise, Coke Zero Sugar, Mike, that is the star.

Sales up 13%.

Guidance lifted overall, and I reckon they're going to get earnings growth of 8% to 9% this year, which is pretty good.

So markets like that, shares up around about 6%.

Then we come to UPS, obviously the delivery giant.

They've been on paper, but revenue's slightly lower, $21 billion.

Net income actually fell 27% to $864 million.

Volumes in the U.S.

declined, so softer demand there.

Fuel charges, interestingly, actually said they've yet to see a material impact, but stay tuned there.

They're taking a bunch of costs out, taking around $3 billion in savings.

But, yeah, markets unconvinced, margins disappointed.

Guidance wasn't upgraded, so these shares are down around about 3%.

And then in the middle, you've got General Motors.

That's actually a big earnings week, but revenues are down 1%, earnings up 22%, $4.25 billion.

Why is that?

Tariffs, so the Supreme Court ruled back in February that certain ones were illegal, so they're getting a $500 million refund there, which is not... They raised guidance, lifted the full-year outlook.

They said North America is actually doing quite well, but taking a bit of a hit from their EV business, which they're unwinding from, that's around about $1 billion as well.

And they've still got some high commodity and tariff-related pressures, so that'll hit things by around about $2 billion.

So investors cautious, shares flat, all that mix, Mike.