Alphabet’s Hidden Gem, Stifel CEO on State of the Economy, Musk vs. Trump White House 6/3/25

Truist sees one exciting area of Alphabet’s business that’s getting zero attention or credit. He’ll tell us what it is, and why he sees the stock climbing 20% from here. Plus, Stifel’s CEO is cautious heading into the second half of the year but expects a lighter regulatory touch to boost the market. And Elon Musk is not pulling punches in his latest post about President Trump’s spending bill. We have the headlines from the White House.