

Closing Bell Overtime: Nucor CEO Talks Earnings, Tariffs Impact; Mega-Merger In The Rails; CommVault CEO On Strong Quarter 7/29/25
Jul 29, 2025
Join market experts Paul Hickey, co-founder of Bespoke Investment Group, and Rick Santelli, Chicago-based markets commentator, as they dive into consumer behavior and the effects of Federal decisions on bond yields. They analyze earnings reports from major players like Visa and Starbucks, discussing investor sentiment amidst fluctuating stock performances. Nucor CEO Leon Topalian highlights the impacts of tariffs on steel demand, while insights into a significant railroad merger promise to reshape the logistics landscape.
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Visa Indicates Consumer Trends
- Visa provides a strong read on consumer spending trends, indicating payment traffic growth.
- Market reactions to earnings are equally important to the results themselves for future trend predictions.
Adjust Investing Expectations
- Investors should avoid aggressive buying before earnings due to high expectations.
- Lowering expectations and buying on pullbacks offers a safer strategy in the current market.
Steel Tariffs Support US Manufacturing
- Nucor views the 50% steel tariffs as a positive first step supporting US manufacturing.
- Robust demand and reshoring trends bolster confidence in the economy and Nucor's investments.