Squawk on the Street Kohl’s Joins the Meme Craze, GM Shares Driven Lower, Road Ahead for Rails 7/22/25
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Jul 22, 2025 General Motors faced a surprising dip despite beating earnings estimates as they aim to cut tariff exposure. Kohl’s stock surged over 100% at the open, becoming a hot topic in the meme stock movement. Discussions turned to potential mergers in the railroad industry, revealing the complexities of competition and regulation. The financial landscape also saw insight into challenges faced by Coca-Cola and trends in the retail sector, with social media's influence on stock volatility taking center stage. The hosts kept the energy high while analyzing market dynamics.
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GM's Tariff Challenge and Strategy
- GM faces a significant tariff problem impacting costs and stock performance.
- CEO Mary Barra aims to reduce exposure despite strong sales and earnings.
Drones Change Defense Landscape
- Warfare is increasingly dominated by drones, shifting defense priorities and investments.
- Private drone companies are emerging rapidly, highlighting a new military technology frontier.
Walmart Holds Prices Steady
- Walmart CFO John David Rainey shared that Walmart has not raised prices despite inflation concerns.
- This contradicts reports about widespread price increases at competitors like Amazon.