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Japan Gets a Trade Deal and Earnings Season Ramps Up

16 min • 23 juli 2025

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. 

(00:21) Travis Hoium, Lou Whiteman, and Matt Frankel discuss:

- 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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