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

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.