Earnings dilute tariff concerns

Most important earnings reports this week dilute tariff concerns (0:20). Starbucks, UPS spotty earnings, cloudy future (2:50). Apple vs. Microsoft (5:15). GDP contraction and Fed tells (6:25). Palantir, Disney, Ford - next week's compelling earnings (10:35). Amazon's tariff kerfuffle (12:55).

Episode transcripts: seekingalpha.com/wsb

Show links:
Apple shows resiliency in Q2 results, but tariffs weigh on stock: analysts
Microsoft Earnings Call Transcript
What analysts are saying about Amazon
Starbucks tumbles as analysts push back the turnaround timeline
UPS Q1 2025 Earnings Call Transcript

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