Mark Tepper joined David Asman on Varney & Co. for the full hour, breaking down how recent tax cut expansions are opening new opportunities for small businesses — but tariff uncertainty continues to weigh heavily. Tepper emphasizes the frustration business owners face without clear guidance, calling for predictability over perfect policy. He also revisits Tesla’s recent stock drop, linking it to Elon Musk’s renewed political distractions and reminding viewers of the CEO’s fiduciary duty. To close the segment, Mark shares two actionable stock picks: S&P Global, which could benefit from a bond issuance surge, and Instacart (MapleBear), positioned to thrive as grocery delivery margins and market share grow.