$TFC Truist Tape Reports

Per Ticker.id: $TFC Truist Tape Reports — 1 podcast mention across 1 podcast (30 days), latest 2026-08-12 16:50 UTC.

1. Easy as that. All right, Steve, thank you so much. Joining us to talk more about the market action is Keith Lerner, chief market strategist at Truist Wealth. Keith, good to see you. So we're getting kind of through earnings season. And are you expecting the market to perhaps focus a bit more on macro? And if so, given all the uncertainty out there, does that suggest additional choppiness in the next few months?

   Leslie Picker — Squawk on the Street · 10AM Hour: Nvidia Ahead, Meta Settles, & PCE Comes In Hot 8/26/26 · 2026-08-26

2. Upgraded Best Buy earlier in the week on a Truist, Jim. Right. Year to date, I mean, Best Buy's doubled the S&P.

   Carl Quintanilla — Squawk on the Street · 9am Hour: Cisco CEO Chuck Robbins, PPI Print, Tapestry Tanks 8/13/26 · 2026-08-13

3. We begin this hour with stocks climbing, with upbeat tech easing some of the jitters. Keith Lerner of Truist writing, earnings remain our north star. We remain long-term tech bulls, continuing to see AI as the dominant secular theme driving this market cycle. Keith joins us now for more. Keith, great to see you. How much did CoreWeave and Supermicro tip the needle to optimism from skepticism about financing?

   Lisa Abramowicz — Bloomberg Surveillance · Bloomberg Surveillance TV: August 12th, 2026 · 2026-08-12