August 8, 2025 • 6 mins
Tim talks about the mixed results yesterday on Wall Street as big tech takes the lead again.
Mark as Played
Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
How are you, mister wheetrom Brad. I'm fantastic.
Speaker 2 (00:04):
It's Friday, Happy Friday, but I'm actually care thic again.
Come to terraff.
Speaker 3 (00:12):
We need to make a song for that. Yeah, and
a lot of countries are already starting to settle. We
still have a bunch out there who decided to do nothing.
Today is also the drop dead date, according to President Trump,
for Russia and Ukraine to stop to stop fighting. If
they don't stop fighting, then there's going to be new
(00:33):
restrictions put on Russia, which will play into whatever happens
today too. I guess we'll just have to wait for
all the announcements to be made. But the headline says,
we kind of drifted around yesterday some of them, A
couple of the markets went down, one of them went up.
A lot of that had to do with big Tech,
I suppose. So give us some numbers. What actually happened, and.
Speaker 1 (00:55):
That's what's pushing the market, and it is big tech.
The Dow was down two hundred and twenty four points,
which is about a half percent to the negative s
a p five hundred off only five so it's point
zero eight, so pretty flat. Here's a nazac up seventy
three points point three to five to the good. So
what's driving the market AI tech? What's pushing down to
market tariffs? Are we waiting for interest rate cuts in September? Yes,
(01:19):
we're probably already factoring that in. It's a great chance
about eighty percent that he's gonna cut.
Speaker 2 (01:26):
But again we shall see.
Speaker 1 (01:27):
The numbers keep coming out for these companies and they're
not as good as what expected or in Princess, let's
use Crocs. The footwear company Humble twenty nine point two percent.
They beat expectations this.
Speaker 2 (01:41):
Quarter, but they're saying in the future, we think the
tariffs are going to push us.
Speaker 1 (01:44):
Down, and they drop twenty nine percent on that.
Speaker 2 (01:47):
Yeah. See, and that's what I'll get through there, huge move.
Speaker 3 (01:50):
Bigger sales, bigger earnings than they expected. And then just
because they say, well we think this might happen, because
it might not. The terrorists may not affect them at all,
but of course it causes that drop. So it's got
to be tough figuring out where you're putting my money, Hume,
(02:13):
which is.
Speaker 1 (02:13):
Why I'm glad.
Speaker 3 (02:14):
I'm yeah, why I'm glad I'm not doing it myself.
Speaker 1 (02:19):
Eli Lily dropped fourteen point one.
Speaker 2 (02:22):
Apple climbed three point two. Tim Cook joined Trump in
the White House talk about we talked about yes, d
about investing more money. This is the interesting one, Intel
saying three point one.
Speaker 3 (02:33):
Well, yeah, yeah, that's because yeah, he went after the
CEO actually said that he was acted highly conflicted. I
have no idea what highly conflicted even means. But and
the other thing is Tim gave President Trump. I think
it was either a I think it was a twenty
four carrot gold trinket, you know, like a little something.
(02:57):
I don't know. It reminded me of the scene and
The Godfather when the head of Cuba, Bautista is passing
around that solid gold phone that AT and T gave him,
and everybody's like, ooh, that's really nice. It's just to
butter them up. I mean, is that how the market
is reacting now to these things or are they kind
of ignoring some of that stuff?
Speaker 1 (03:22):
You have to give gifts?
Speaker 2 (03:23):
Come on, now, the games played. That's not the conflicted
parties in bed with China maybe, or it has some
connection with China.
Speaker 1 (03:31):
On the Intel part.
Speaker 3 (03:33):
Okay, well, everybody does because it's the biggest market in
the world. So if you want to sell stuff, you
have to have a relationship with China.
Speaker 2 (03:41):
That's a given.
Speaker 1 (03:43):
But we have to sever that a little bit. And
that's the one thing I wish we would make our
drugs here. But hopefully we'll get to that point. But
he I really dropped fourteen point one.
Speaker 2 (03:52):
Door dash at people are the increase of new customers,
orders increase. I think it's great. Now everything delivered to
our house.
Speaker 1 (04:01):
Uh dual Lingo climb thirteen point seven percent. Uh, subscription
renewal forty six percent up. That's the one that teaches
different languages. Yeah, that's one.
Speaker 3 (04:14):
Well, because a lot of people want to learn Spanish
now so they can get all those jobs that are
empty because the ice agents send everybody back to Mexico.
Speaker 1 (04:24):
I'm pretty sure that's what's.
Speaker 2 (04:25):
Happening season your see, I'm using the app.
Speaker 3 (04:32):
All right, So overall, how are we looking.
Speaker 2 (04:37):
Overall?
Speaker 1 (04:38):
I think we're going okay, you're to date. All three
indices are up. Yes, we're going back and forth, but
there it's a constant beating of what what's really going
to happen with these tariffs and interest rates? If we
look overseas right now, the euro is up eleven for
a seas up only two. The dat's the Germanic index
down seventeen. If we look on the Asian market, Tonique
(05:00):
is up seven and sixty one, which is one point
eighty five, Tokyo Index up thirty six, hangs things down
two hundred twenty two, and the China INDECKS is minus seven.
Speaker 2 (05:09):
So it's a mixed bag over overall. But let's see
what's really going to happen with the tariffs. And yes, President.
Speaker 1 (05:15):
Trump is trying to meet with Putin and I think
that might happen early next week, right and try to
you know, get some agreement about the war. But you know,
we're kind of where we were what the last three.
Speaker 3 (05:29):
We're exactly where we were the first day he took office,
after he told us he could get it done in
one day. We're in exactly the same place. How did
Europe and Asia respond yesterday? Because they're the ones that
are being hit by all these.
Speaker 2 (05:41):
Tariffs, right, we had just talked about we hit on
the euro see but it's relatively flat, but the issue
market's up a little bit more.
Speaker 1 (05:51):
Just a lot of news coming out. We have earnings,
Windy's under.
Speaker 2 (05:54):
Armour are going to come out today.
Speaker 1 (05:56):
A lot of big names have already come out. No
big economic news news coming out today.
Speaker 2 (06:01):
But next week we have the CPI and the PPI
next week, so we're.
Speaker 1 (06:05):
Going to get the gauge on inflation and we'll see
what the we get you word from the FEDERI.
Speaker 3 (06:10):
All right, excellent, We will talk to you Monday morning.
If you need to reach out to Tim and talk
to him, you can do that by phone four one
nine eight four thirty three hundred, Tim w Atwetroadvisories dot com.
They're also on LinkedIn and Facebook. Advisory services are offered
through Capital Investment Advisory Services. Securities are offered through Capital
(06:34):
Investment Group, a member of Finra SPC
How are you, mister wheetrom Brad. I'm fantastic.
Speaker 2 (00:04):
It's Friday, Happy Friday, but I'm actually care thic again.
Come to terraff.
Speaker 3 (00:12):
We need to make a song for that. Yeah, and
a lot of countries are already starting to settle. We
still have a bunch out there who decided to do nothing.
Today is also the drop dead date, according to President Trump,
for Russia and Ukraine to stop to stop fighting. If
they don't stop fighting, then there's going to be new
(00:33):
restrictions put on Russia, which will play into whatever happens
today too. I guess we'll just have to wait for
all the announcements to be made. But the headline says,
we kind of drifted around yesterday some of them, A
couple of the markets went down, one of them went up.
A lot of that had to do with big Tech,
I suppose. So give us some numbers. What actually happened, and.
Speaker 1 (00:55):
That's what's pushing the market, and it is big tech.
The Dow was down two hundred and twenty four points,
which is about a half percent to the negative s
a p five hundred off only five so it's point
zero eight, so pretty flat. Here's a nazac up seventy
three points point three to five to the good. So
what's driving the market AI tech? What's pushing down to
market tariffs? Are we waiting for interest rate cuts in September? Yes,
(01:19):
we're probably already factoring that in. It's a great chance
about eighty percent that he's gonna cut.
Speaker 2 (01:26):
But again we shall see.
Speaker 1 (01:27):
The numbers keep coming out for these companies and they're
not as good as what expected or in Princess, let's
use Crocs. The footwear company Humble twenty nine point two percent.
They beat expectations this.
Speaker 2 (01:41):
Quarter, but they're saying in the future, we think the
tariffs are going to push us.
Speaker 1 (01:44):
Down, and they drop twenty nine percent on that.
Speaker 2 (01:47):
Yeah. See, and that's what I'll get through there, huge move.
Speaker 3 (01:50):
Bigger sales, bigger earnings than they expected. And then just
because they say, well we think this might happen, because
it might not. The terrorists may not affect them at all,
but of course it causes that drop. So it's got
to be tough figuring out where you're putting my money, Hume,
(02:13):
which is.
Speaker 1 (02:13):
Why I'm glad.
Speaker 3 (02:14):
I'm yeah, why I'm glad I'm not doing it myself.
Speaker 1 (02:19):
Eli Lily dropped fourteen point one.
Speaker 2 (02:22):
Apple climbed three point two. Tim Cook joined Trump in
the White House talk about we talked about yes, d
about investing more money. This is the interesting one, Intel
saying three point one.
Speaker 3 (02:33):
Well, yeah, yeah, that's because yeah, he went after the
CEO actually said that he was acted highly conflicted. I
have no idea what highly conflicted even means. But and
the other thing is Tim gave President Trump. I think
it was either a I think it was a twenty
four carrot gold trinket, you know, like a little something.
(02:57):
I don't know. It reminded me of the scene and
The Godfather when the head of Cuba, Bautista is passing
around that solid gold phone that AT and T gave him,
and everybody's like, ooh, that's really nice. It's just to
butter them up. I mean, is that how the market
is reacting now to these things or are they kind
of ignoring some of that stuff?
Speaker 1 (03:22):
You have to give gifts?
Speaker 2 (03:23):
Come on, now, the games played. That's not the conflicted
parties in bed with China maybe, or it has some
connection with China.
Speaker 1 (03:31):
On the Intel part.
Speaker 3 (03:33):
Okay, well, everybody does because it's the biggest market in
the world. So if you want to sell stuff, you
have to have a relationship with China.
Speaker 2 (03:41):
That's a given.
Speaker 1 (03:43):
But we have to sever that a little bit. And
that's the one thing I wish we would make our
drugs here. But hopefully we'll get to that point. But
he I really dropped fourteen point one.
Speaker 2 (03:52):
Door dash at people are the increase of new customers,
orders increase. I think it's great. Now everything delivered to
our house.
Speaker 1 (04:01):
Uh dual Lingo climb thirteen point seven percent. Uh, subscription
renewal forty six percent up. That's the one that teaches
different languages. Yeah, that's one.
Speaker 3 (04:14):
Well, because a lot of people want to learn Spanish
now so they can get all those jobs that are
empty because the ice agents send everybody back to Mexico.
Speaker 1 (04:24):
I'm pretty sure that's what's.
Speaker 2 (04:25):
Happening season your see, I'm using the app.
Speaker 3 (04:32):
All right, So overall, how are we looking.
Speaker 2 (04:37):
Overall?
Speaker 1 (04:38):
I think we're going okay, you're to date. All three
indices are up. Yes, we're going back and forth, but
there it's a constant beating of what what's really going
to happen with these tariffs and interest rates? If we
look overseas right now, the euro is up eleven for
a seas up only two. The dat's the Germanic index
down seventeen. If we look on the Asian market, Tonique
(05:00):
is up seven and sixty one, which is one point
eighty five, Tokyo Index up thirty six, hangs things down
two hundred twenty two, and the China INDECKS is minus seven.
Speaker 2 (05:09):
So it's a mixed bag over overall. But let's see
what's really going to happen with the tariffs. And yes, President.
Speaker 1 (05:15):
Trump is trying to meet with Putin and I think
that might happen early next week, right and try to
you know, get some agreement about the war. But you know,
we're kind of where we were what the last three.
Speaker 3 (05:29):
We're exactly where we were the first day he took office,
after he told us he could get it done in
one day. We're in exactly the same place. How did
Europe and Asia respond yesterday? Because they're the ones that
are being hit by all these.
Speaker 2 (05:41):
Tariffs, right, we had just talked about we hit on
the euro see but it's relatively flat, but the issue
market's up a little bit more.
Speaker 1 (05:51):
Just a lot of news coming out. We have earnings,
Windy's under.
Speaker 2 (05:54):
Armour are going to come out today.
Speaker 1 (05:56):
A lot of big names have already come out. No
big economic news news coming out today.
Speaker 2 (06:01):
But next week we have the CPI and the PPI
next week, so we're.
Speaker 1 (06:05):
Going to get the gauge on inflation and we'll see
what the we get you word from the FEDERI.
Speaker 3 (06:10):
All right, excellent, We will talk to you Monday morning.
If you need to reach out to Tim and talk
to him, you can do that by phone four one
nine eight four thirty three hundred, Tim w Atwetroadvisories dot com.
They're also on LinkedIn and Facebook. Advisory services are offered
through Capital Investment Advisory Services. Securities are offered through Capital
(06:34):
Investment Group, a member of Finra SPC
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