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Japan Gets a Trade Deal and Earnings Season Ramps Up
16 minutes Posted Jul 23, 2025 at 8:52 pm.
) Travis Hoium, Lou Whiteman, and Matt Frankel discuss:
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Show notes
The U.S. and Japan announced a big trade deal that lowers tariffs to just 15% on imports, and we discuss earnings from General Motors, Intuitive Surgical, and Enphase Energy. 
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- Japan’s trade deal
- GM’s stock drops after earnings
- Intuitive Surgical’s growth continues
- Enphase Energy holds up well in a rapidly changing solar environment.
Companies discussed: General Motors (GM), Tesla (TSLA), Toyota (TM), Honda (HMC), Intuitive Surgical (ISGR), Enphase Energy (ENPH), Alphabet (GOOG, GOOGL)
Host: Travis Hoium
Guests: Lou Whiteman, Matt Frankel
Engineer: Dan Boyd
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