Is AI Revolution Under Threat from Tariffs?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 1 May 2025
⏱️ 47 minutes
🧾️ Download transcript
Summary
A new wave of U.S. tariffs is raising costs and creating supply chain uncertainties for data centers and tech giants.
Today's Stocks & Topics: VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund, Market Wrap, HIMS - Hims & Hers Health Inc., CRM - Salesforce Inc., Is AI Revolution Under Threat from Tariffs?, CP - Canadian Pacific Kansas City Ltd., CNI - Canadian National Railway Co., IDXX - IDEXX Laboratories Inc., GDP, KO - Coca-Cola Co., PEP - PepsiCo Inc., Housing Market, UNM - Unum Group, EL - Estee Lauder Cos. Cl A, McDonald’s Financial Numbers.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. |
| 0:13.1 | Independent thinking, shared success. |
| 0:18.1 | Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.4 | Here is KPP Financial Portfolio Manager, Luke Guerrero. |
| 0:34.0 | Good afternoon, fellow investors, and welcome back to InvestTalk. |
| 0:38.5 | I'm Lou Guerrero, on today's Thursday, May 1st, 2025. |
| 0:45.5 | Now, as we work through the dynamics of a changing landscape, the stock market may not move in a straight line and it's something |
| 0:56.7 | we certainly saw in April. With all the news, with all the changes, with all the uncertainty, |
| 1:04.4 | through it all, we ended about one to one and a half percent lower from an index perspective |
| 1:09.8 | than we started the month. |
| 1:10.9 | But that doesn't mean that we are out of the woods because these fresh challenges, |
| 1:16.3 | the things that have been driving that uncertainty, are still very much here. |
| 1:21.8 | And so the objective for this podcast and radio program and YouTube series is to help you understand and |
| 1:29.4 | digest these changes to hopefully make you a better and more informed investor. |
| 1:36.4 | Now, before we move forward with our regularly scheduled programming, I wanted to briefly |
| 1:41.2 | mention that yesterday, Justin and I hosted a wealth webinar. We |
| 1:45.8 | covered a lot of topics. We went over a market update, did a bunch of Q&A at the end of it, |
| 1:51.4 | but also talked about how we at KPP are launching a new offering through our custom indexing |
| 1:57.4 | program. Now we have many strategies for in particular that are already pre-canned |
| 2:03.0 | ready to go, but it really is about customization. So whatever you are looking for, we can |
| 2:08.8 | work with you. All right, back to the mission at hand. As always, we have a mixture of |
| 2:15.3 | educational items and actionable material to go over today, |
... |
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