Brian Stewart. I call him our fearless director of news and he better be fearless

in these type of geopolitical and stock market volatility and uncertainty that we find ourselves in. Brian, welcome back to Wall Street

breakfast. And can you start off with some good news? Is there some good news to be had?

Stocks that have been moving up recently, despite kind of the bad headlines that we've been facing.

One is Budweiser keeps pushing higher.

As we're recording, it's been up for 10 consecutive sessions.

It's only been down twice in the last 17 sessions.

It had results out last week.

They were obviously taken positive by the market,

but it was already drifting higher from there.

So that's one stock that's sort of bucking the overall

downward trend that the market has seen. And what are the highlights there?

So that was more of an execution story. They also said that they didn't see a heavy impact

from tariffs. At that point, when they were talking, tariffs were more conceptual than they were, something that was definitely on the horizon. But even in that context, they said

that they weren't particularly worried about it. And so coming from a global operation like

that, investors took that to heart. But the problem is that that might be very specific to that company.

They also showed some signs of weakness.

Revenue was up, but volumes were down.

So they were taking advantage of higher prices.

So that was a situation where inflation was kind of working in their favor.

And they were also benefiting from a cost-cutting regime, not an aggressive one,

but one that sort of was eyeing cost-cutting as a goal. So they were helped margin-wise there.

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