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InvestTalk

Is AI Revolution Under Threat from Tariffs?

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Business, Business News, News Commentary, Investing, Entrepreneurship, News

4.31.5K 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

Click on a timestamp to play from that location

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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