Wall Street Breakfast Wall Street Roundup: The fog of tariffs
May 30, 2025
Nvidia's earnings report leaves Wall Street nonchalant, raising questions about stock valuation in uncertain times. Salesforce's intriguing results capture attention while the volatility of Deckers Outdoors highlights the impact of tariffs on stocks. The murky retail landscape is debated, with Costco outshining its rivals. Additionally, the podcast explores companies like GameStop diving into Bitcoin, sparking interest amongst retail investors. The distinction between trading and investing is examined, reflecting on how institutional interest might bolster Bitcoin's standing.
AI Snips
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Transcript
Episode notes
NVIDIA Earnings Divide Investors
- NVIDIA's earnings prompted a modest positive market reaction despite impressive data center growth.
- Investors debate if AI growth is peaking or if new growth waves are imminent in the sector.
Diversify Within AI Stocks
- Diversify AI sector investments to manage risk of being wrong on individual companies.
- Look for firms leveraging AI with strong growth potential that haven't surged yet.
Widespread AI Optimism Despite Risks
- There is little bearish sentiment on AI's potential despite execution risks for companies.
- Most see AI as a strong productivity tool with inevitable business integration.