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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.