Tech earnings, HPE-Juniper Networks deal, tariffs: Catalysts

On Friday morning's Catalysts, host Seana Smith delves into the latest developments on Wall Street.

As earnings season unfolds, market participants are closely monitoring Big Tech's artificial intelligence (AI) investments. Maxim Group managing director Tom Forte examines Apple's (AAPL) earnings report, while Gabelli Funds portfolio manager John Belton provides his outlook on the broader landscape for Big Tech.

Former United States Assistant Attorney General Bill Baer offers insights into the proposed $14 billion deal between Hewlett Packard Enterprise (HPE) and Juniper Networks (JNPR) and the Department of Justice's lawsuit against it, analyzing how Trump's potential regulatory regime could influence the merger.

Tariffs take center stage as President Donald Trump confirms plans to implement 25% levies on Canada and Mexico. Vontobel portfolio manager Markus Hansen, Citi vice president of US beverages and HPC lead analyst Filippo Falorni, and Yahoo Finance Senior Reporter Josh Schafer all weigh in on the potential economic impacts.

Trending tickers covered in today's episode include Nvidia (NVDA) and Visa (V).

To watch more expert insights and analysis on the latest market action, check out more Catalysts here.

This post was written by Angel Smith