CPI radiation and Washington shenanigans (0:30). Old school consumer stocks did well post-earnings (1:40). Tesla and perceived distractions (4:00). Palantir the next wave of AI speculation (5:30). Walmart earnings ahead; what will tariffs bring? (7:00)Show Notes:Palantir, Salesforce best software plays on 'AI Revolution' for 2025 - WedbushTrump announces reciprocal tariffsJanuary CPI Report: Say Goodbye To Rate CutsEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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Brian Stewart, our Director of News here at Seeking Alpha. Welcome back to our Friday Conversations. Always great to have you.
Great to be here, Rina.
So what are you looking at today? What are you fielding from the market? How are you tiering up, T-I-E-R, the different levels of importance in the market?
There's kind of a background radiation going on in terms of the CPI report that recently came out and the effect on the Fed. Also shenanigans out of Washington, a lot of Doge related headlines coming out recently. I think that's going to be kind of a standard background noise for trading in the foreseeable future.
It seems that we're going to have to kind of rifle through the kind of bickering in Washington. However, I think the stock market itself has seemed pretty immune to any of that. There hasn't been pickup and aggressive volatility over the last several weeks. I think by and large, it's been following momentum of its own. A lot of that is sort of still the AI trade. in effect.
And I think there's still a lot of individual stock picking. I think with the earnings season peaking in the last couple of weeks, I think investors have largely been looking at the individual company's financial results and not been too worried about the macro scene.
So what are you seeing from those results? What has you most interested, either on the plus side or the minus side?
One interesting theme over the last week is there's quite a few old school consumer companies that did well following the earnings. One example is Philip Morris, which jumped 14%. the past week. That was kind of an individual company story. The company is seeing a very successful transition to smoke-free products.
And so it was moving out of the traditional tobacco cigarettes and moving into things like nicotine packages and vapes. And so that process was seen as being sort of aggressively underway in the earnings since that drove But you also have companies like Coca-Cola, which beat expectations, showed strong organic sales growth.
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