AMI Asset Management Investment Perspective Episode #28 - 5/23/2025

In this episode of the AMI Investment Perspective, the team dives into the latest macroeconomic indicators, housing trends, and shifting energy policy following a new U.S. tax bill. They explore developments in the tech and AI sectors, including Apple’s tariff challenges and NVIDIA’s AI hardware expansion in the Middle East. The conversation also covers healthcare and consumer stocks, highlighting a key drug trial and the implications of changing regulations on packaged foods. The team offers sharp takes on earnings reports from major retailers like Target, Nike, and Home Depot amid growing concerns about tariffs and consumer spending.