Squawk on the Street
Inflation and Tariff Watch, CoreWeave's IPO and AI, Lululemon Tumbles 3/28/25
Mar 28, 2025
The hosts tackle inflation with February's Core PCE rising unexpectedly. They discuss President Trump's warning to automakers against price hikes due to tariffs. CoreWeave's IPO is a surprise, pricing below expectations, while Lululemon faces challenges with weak sales guidance. There's also a look at the shifting landscape for tech, driven by AI demand, and the competitive retail dynamics impacting companies like Lululemon and Target. Plus, insights on the evolving U.S. automotive market and corporate accountability.
42:52
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Quick takeaways
- The February Core PCE inflation gauge rose unexpectedly to 2.8%, signaling potential impacts on consumer spending and economic activity.
- CoreWeave's IPO, backed by Nvidia, priced below expectations, highlighting challenges in the AI sector and market demand dynamics.
Deep dives
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