Tyler Crowe

It seems to be relatively consistent.

I wanted to get your guys' takes on the companies a little bit more specifically.

starting with Home Depot and Lowe's, giving a compare and contrast of the two.

Did we see similar results from both of them?

And if not, what one did better in your view?

Now, we're going to do my favorite part, where we try to read through the tea leaves a little bit of the conference calls, the earnings reports, maybe some little tidbit in the press release.

Was there any clues to you or worthwhile tidbits about the housing market writ large that you saw from either of these companies?

I want to toss one more tidbit into that, too.

As you said, housing prices, mortgage rates, but also, there's that sentiment thing.

I think there's a lot of consumer sentiment, especially around things like unemployment.

We're seeing job cuts.

We're seeing consumer sentiment surveys are way, way down.

Even with lower mortgage rates, if people are in such a malaise in terms of their spending, that's going to make it that much harder.

To take it one step further, it's not just that the rates have to come lower.

People, I think, are going to have to actually get comfortable with those rates to really take on that big project.

Coming up after the break, the marathon for earnings continues with America's largest retailer.

Normally, we wrap up the Thursday show with stocks on our radar, but with so many intriguing earnings stories this week, we're going to do one more, and that's Walmart's earnings.

This one stood out again this quarter because after Target reported earlier this week and went into their bag of management excuses, Walmart once again put up great numbers and raised its sales outlook for the fiscal year.

Now, John, you, Rachel, and Travis covered targets earnings yesterday, so we're not going to get too deep into targets numbers specifically.

Matt, I want you to give the results of Walmart.