SOTS 2nd Hour: DC Tariffs Latest, Alphabet Results Breakdown, and A Fresh Read On The Consumer 4/25/25

New comments from President Trump on potential tariff deals top of the hour – Carl Quintanilla, Sara Eisen, and David Faber broke down the latest from DC as a slew of companies warn of growing impacts and pull guidance. Alphabet’s better-than-feared results helping fuel gains for AI-related names as the Nasdaq leads the charge for yet another day – why Truist says buy the stock here. Plus: a breakdown of the semis, including Intel’s guidance cut and more with Trivariate’s Adam Parker who says the sector is primed for a rebound… And also: a deep-dive on the numbers sending T-Mobile shares sliding.  Other stories: Financials one of the worst performing sectors on the month – more on one part of the group that’s seeing gains; plus, fresh data on how the wealthy consumer is holding up, along with consumer confidence data to start the hour.  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.