Three Stocks on CNBC's 'Final Trades': Dell, Alphabet, and Tradeweb Markets

Dell Technologies Inc. (DELL) was named as a strong fundamental by Bryn Talkington, Managing Partner of Requisite Capital Management. Alphabet Inc. (GOOGL) GOOG was named as a final trade by Jim Lebenthal, partner at Cerity Partners. Tradeweb Markets Inc. (TW) reported excellent earnings, beating analyst consensus estimates for quarterly earnings and sales.

U.S.-India Trade Barriers: A Closer Look

The U.S.-India trade relationship has been under scrutiny due to the imposition of tariffs by the U.S. on Indian goods, effective August 1, 2023. U.S. President Donald Trump criticized India for its "strenuous and obnoxious" non-monetary trade barriers [1]. These barriers include import caps on goods like pulses and beans, stringent quality-control standards, and licensing requirements for electronics and dairy products. Furthermore, the U.S. has raised concerns about data localization laws and customs procedures that hinder market access for American companies.

Autonomous Vehicles: A New Challenge

In the tech sector, a recent incident involving Waymo robotaxis in Phoenix, Arizona, has drawn attention to the challenges faced by autonomous vehicle technology. A video surfaced online showing two Waymo robotaxis crashing into each other at the Phoenix airport [2]. This incident comes as the autonomous driving sector is projected to be worth $200 billion by 2030. The crash has also sparked discussions about the need for tougher oversight on autonomous vehicles, as suggested by Jonathan Morrison, President Trump's nominee for the NHTSA administrator role.

Financial Performance: Donnelley Financial Solutions Inc.

In the financial sector, Donnelley Financial Solutions Inc. (DFIN) reported its Q2 2025 earnings, with net sales falling by 10.1% year-over-year due to lower capital markets transactional volumes. However, the company's adjusted EPS beat analyst expectations, and it announced a new $150 million stock repurchase program [3]. DFIN expects Q3 2025 net sales to range between $165 million and $175 million, with an adjusted EBITDA margin between 23% and 25%.

Investment Insights

Dell Technologies Inc. (DELL) and Alphabet Inc. (GOOGL) were highlighted as strong fundamentals by industry experts. Bryn Talkington of Requisite Capital Management named DELL as a strong fundamental, while Jim Lebenthal of Cerity Partners named GOOGL as a final trade. Tradeweb Markets Inc. (TW) also reported excellent earnings, beating analyst consensus estimates for quarterly earnings and sales.

Conclusion

The U.S.-India trade dynamics and the challenges faced by the autonomous vehicle sector are significant issues for investors and financial professionals. The financial performance of companies like Donnelley Financial Solutions Inc. and the investment insights provided by industry experts offer valuable insights into the current market landscape.

References

[1] https://www.investing.com/news/stock-market-news/factboxkey-us-complaints-about-indias-obnoxious-nonmonetary-trade-barriers-4162453
[2] https://www.benzinga.com/markets/tech/25/07/46748321/waymo-cars-involved-in-collision-at-phoenix-airport-video-surfaces-online
[3] https://www.tradingview.com/news/reuters.com,2025:newsml_PLX501693:0-donnelley-financial-q2-net-sales-fall-10-on-lower-capital-markets-volumes/