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Discover Scott Bessent's insights on re-shoring plans, market impacts, and AI-driven strategies and how they affect Nvidia Corporation. Click for my NVDA update...
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Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly: ADDITIONAL TARIFFS: In a post to Truth Social, President Donald Trump stated, “Yesterday, China issued Retaliatory Tariffs of 34%, on top of their already record setting Tariffs, Non-Monetary Tariffs, Illegal Subsidization of companies, and massive long term Currency Manipulation, despite my warn...
Continue ReadingThe market is suffering under the weight of President Donald Trump's tariffs on trading partners, as investors try to understand how they'll affect companies. One growth stock that's fallen hard this year is Amazon (NASDAQ: AMZN), which is down 20% year to date, as of this writing. Here's why I think now could be a good time to buy Amazon stock...
Continue ReadingDespite Sales Decline, Benchmark Says Tesla's Best Days Ahead...
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Amazon.com is considering a $15 billion warehouse expansion plan for about 80 new logistics facilities in U.S. cities and rural areas, Bloomberg News reported on Wednesday, citing people familiar with the matter...
Continue ReadingFew companies have capitalized on a globalized economy better than Apple. So the end of the globalized economy has painful implications for the iPhone maker. That helps explain why Apple’s stock price has fared the worst among megacap techs since President Trump’s announcement last week of shockingly high tariffs...
Continue ReadingMicrosoft's short-term spending flexibility may ease concerns over AI capex cuts, KeyBanc says in investor note...
Continue ReadingWell, it's official: The Nasdaq Composite has entered bear territory. A bear market occurs when a major index drops over 20% from recent highs, and that's precisely what has happened with the Nasdaq Composite, which is down around 24% from its Dec. 16 high. The new tariffs, which affect imports from around 180 countries, will raise costs on lots of goods, including key products from countries that top companies in the tech-heavy Nasdaq Composite rely on...
Continue ReadingAnd we take a look at Texas Instruments and Taiwan Semiconductor...
Continue ReadingApple's valuation tumbles 23% as tariff escalation with China heightens supply chain risk and investor concern...
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