Brian Stewart, seeking Alpha's director of news.

Always great to talk to you on these Wall Street roundups.

Welcome back to another week.

Great to be here. Thanks.

We've got a government shutdown that still exists. We've got some tariff here. Thanks. We've got a government shutdown that still

exists. We've got some tariff news with Canada. We've got major earnings. Where should we start

this week? It's funny. I kind of forgot about the government shutdown. It's so pushed to the background.

I think this week has all been about earnings getting revved up.

Tesla, obviously, the headliner, just in terms of the profile the company has,

though the earnings themselves were pretty neither here nor there.

The stock was up about 2% after earnings.

It missed on its bottom line and its margins shrank, but revenue was up 12% and beat expectations.

The company warned that it's facing near-term uncertainty with shifting trade, tariff, and fiscal policy,

though I think we all knew that, so that wasn't really new information, though slightly noteworthy

the company felt the need to acknowledge that.

I think in general, people took the Tesla report as fine a step on the way of the comeback that started after Musk returned

to full-time duties after the Doge experiment. So I think investors are basically in a wait-and-see

mode. The stock has already recovered quite a bit from what it lost during the Doge situation.

And so I think really they're just looking to the future.

And I think deliveries are going to matter and production is going to matter as those

reports come out in the coming

months.

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