Key Takeaways FIX saw 37% of Q1 2025 revenue from advanced tech builds, exposing it to tariff-driven cost pressures. Project pricing is mostly locked in early, and supplier hikes have stayed within typical ranges so far. FIX's $6.9B backlog reflects strong demand in tech and institutional markets into 2026.As tariff headlines rattle the construction and tech sectors, Comfort Systems USA (FIX) finds itself at the intersection of both. With 37% of its first-quarter 2025 revenue tied to advanced tech project ...

The so-called big beautiful bill facing a final house approval vote in the coming hours. Joining us now is Treasury Secretary Scott Bessant. Mr.. Secretary, thank you so much for joining us. We're we're going on more than six hours now where Minority Leader Jeff is speaking. What What are you hearing.What's your expectation for when and whether this could pass. Uh, well, it's going it's going to going to pass and my expectation is that we'll get a vote around 130 today. Got it.You have said that this isn't ...

Trump's trade war has thrown American businesses that deal with China into chaos.Listen to the Big Take Asia Podcast to find out how one toymaker is challenging the president's tariffs in the courts https://t.co/EdZVB3uV8R https://t.co/PjmjvXuOmq ...

President Donald Trump’s administration has lifted export license requirements it imposed recently for chip design software sales in China, as Washington and Beijing move toward a trade deal. https://t.co/oKZ2P9iNh0 ...

- The Vietnam deal tells us that Trump is serious about tariffs. That if there was any thought that, you know, maybe he was going to postpone, postpone, postpone, and then ultimately, except for China, countries really weren't going to face tariffs. I think we have a lot more reason to be skeptical of that potential outcome.- We have a lot of great things going, and we're getting along with countries, but some will be disappointed because they're gonna have to pay tariffs. - According to Donald Trump's post ...

Hello and welcome to the latest edition of Market Sunrise. We've got another packed show for you this morning. The question of the day is, will President Trump's big beautiful bill get passed before the July 4th holiday.Well, also coming up in today's show, we'll take a look ahead to the US unemployment report and how the tears of a finance minister moved the markets. Stick around too to hear more from our exclusive interview with the secretary general of the OECD. I asked him whether AI would take away our ...

🇪🇺 LATEST: EU ready for US trade deal but warns of countermeasures if no agreement reached. https://t.co/lnHLD4YpOy ...

As the US harms itself by turning against trade, it should spare a thought for the pain it’s inflicting on the rest of the world (via @opinion) https://t.co/UYONKeKrhO ...

Vietnam’s trade deal with the US is a wake-up call for Asian governments grappling with the reality that higher tariffs are here to stay https://t.co/R0BCcZpJYY ...

The ADP report, Steve, gave a good amount of pause for yesterday's session. Yet, the market still rallied to all-time highs. At what point right now is the business community going to say, "Hey, this is okay for us to get back to work and start hiring again. What needs to happen either in the economy or out of Washington DC policy makers. " Yeah. Well, good morning, Dom. You know, I the ADP report doesn't seem to correlate with uh all the official reports as you said, but you do have a confluence of events ...