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1/ Here’s why $AMZN—despite being a retail giant & heavily dependent on goods manufactured in China—is positioned well to withstand the #tariff blows. Read my latest for Forbes: forbes.com/sites/phoebeli…

Up to date thoughts on tariff impact on Apple, Meta, Oracle and beyond: bloom.bg/42fq27x

It's going to be a rough year for Apple, says D.A. Davidson's Gil Luria cnb.cx/42dC1nu

Hopped on with Andrew Bell and Gil Luria on BNN Bloomberg earlier to discuss the latest chip headlines hitting $NVDA $ASML and other $SMH names today

On New China restrictions for NVDA: bit.ly/3YCp18v

Big Tech preview on NYSE TV: bit.ly/3S5rKnb

Previewing GOOGL - who wants to see YouTube, Waymo and Google Cloud as independent companies?: cnb.cx/3YbvDdZ

We're not expecting a good result or outlook from Apple's earnings, says D.A. Davidson Companies's Gil Luria cnb.cx/4cTvzFH

Apple recap - could have been worse (starting 1:20:30): bloom.bg/4cZKY7F

$MSFT stock standing out this week as the company topped cloud revenue estimates and issued a stronger-than-expected FY Outlook. Gil Luria of D.A. Davidson Companies expects the stock to continue to be the best performing mega-cap stock into the end of the year. cnb.cx/4iPfW3E

Why we like software, specifically SNOW, DT and ADBE: bit.ly/4iTutvg

On latest GOOGL and NVDA developments (starting 1:54:50): bloom.bg/4ds84UN

Impact of recent China developments on AAPL: cnb.cx/44C1MQ0

Time to break GOOGL up! bloom.bg/43o8hDD

Google I/O didn't change our mind about need for break up: cnb.cx/4kdD6Co

China is a swing factor for Nvidia, says D.A. Davidson Companies's Gil Luria cnb.cx/4kme300

LIVE on NYSE TV 🎙️ Gil Luria has the latest on NVIDIA Q1 earnings reports. Nuvo announces $45M raise to accelerate the future of B2B trade - hear more from Co-Founder & CEO Sid Malladi. Plus, Michael Reinking joins live to discuss top market data! youtube.com/watch?v=aNBkaI…

“It could’ve been a lot worse. The fact that $NVDA still met expectations for the April quarter and guided for sequential growth into the July quarter in spite of the drop off of those sales to China, is very impressive,” D.A. Davidson’s Gil Luria says.

Joined Kristen Scholer at the NYSE to discuss our views on tech, especially NVDA, MSFT, SNOW and others: bit.ly/3ZvNXPN

Watch our bull and bear debate for CoreWeave with D.A. Davidson Companies’s Gil Luria & Jefferies’ Brent Thill cnb.cx/3FFtykm