Closing Bell Closing Bell Overtime: Accidental Landlords & Alphabet Earnings Preview 7/22/25
Jul 22, 2025
The podcast dives into the fascinating world of accidental landlords, revealing how rising rental demand is reshaping the housing market. Insights into Texas Instruments and Capital One's earnings set the stage for a broader discussion on market volatility and investor sentiment. Notable stock movements from home builders like D.R. Horton and Pulte are highlighted. Additionally, the impact of U.S.-Canada trade tensions on spirits sales and what to expect from Alphabet's upcoming earnings keep the conversation lively and engaging.
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Market Frothiness and Tariffs Risk
- High short-interest stocks like Opendoor and Kohl's are surging, signaling market frothiness.
- Complacency is risky as upcoming tariffs could increase volatility and impact the economy.
Semiconductor Earnings And Focus
- Texas Instruments beat earnings but stock dropped due to mixed guidance and prior strong gains.
- Semiconductor demand includes tariff-related pull-forwards, but focus remains on AI-related stocks.
Natural Gas Volatility and Outlook
- Natural gas prices dropped due to cooler weather, high production, and weak LNG demand.
- Despite volatility, natural gas has favorable long-term tailwinds like coal switching and data center power needs.