SOTS 2nd Hour: Big Tech On Deck, Huawei vs. Nvidia, and Spring Selling Concerns 4/28/25

A weekend of mixed messaging on tariffs from the White House and Beijing – Sara Eisen, David Faber, and Michael Santoli broke down the latest for stocks on a busy week for data and earnings. Why one Wells Fargo CIO says it’s growth and not inflation to worry about here. Plus, how to prep for earnings out of: Meta, Amazon, Apple and more – as tariff impacts remain unknown… And the Journal reports Huawei is taking on Nvidia with homegrown AI chips of their own. Also in focus: a live read from the ground in Beijing, as officials there say Xi has not yet talked to President Trump about trade – alongside one former Commerce Secretary’s take on what comes next… Plus, a deep dive on one big change coming to the housing market’s spring selling season. Squawk on the Street Disclaimer