Nvidia’s low exposure to China doesn’t matter as traders dump the stock anyway
Stocks around the world are being buffeted by tariff announcements and delays out of the White House, and semiconductors are no exception. The imposition of a 10% tariff on US imports from China has s...
Homebuilders slump as lumber costs are poised to surge
With long-term interest rates falling Monday (which carries mortgage rates lower, too) one might expect homebuilders to be getting a lift in the market today, all else equal. But, of course, all else ...
GM, Ford, and other carmakers’ shares make a U-turn as Mexico says tariffs delayed
Last year, more than one in five (22%) of every light vehicle sold in the US was imported from Canada or Mexico, according to S&P Global Mobility. Understandably, that leaves the auto industry incredi...
Markets that sleepwalked into the trade war think it will be over soon. Mexico says tariffs are already postponed.
Markets never really thought that serious trade barriers — particularly against America’s neighbors — were in the offing. Now that they’re in play, investors are still seemingly convinced that any tra...
Crypto-adjacent stocks creamed by Trump tariffs
Beneficiaries of the crypto trade since the presidential election are getting a first hand reminder of the reality under a Trump administration: Trump giveth and Trump taketh away. The worst-performin...
Temu’s parent company and Alibaba slump after losing key US trade exemption
The “de minimus” exemption that allowed inbound packages to the US from China with a value below $800 to avoid taxes has been scrapped by the Trump administration. and , owner of Temu, are reeling. Th...
How will tariffs impact company profits?
On Saturday, President Trump announced that the United States will impose a 25% tariff on imports from Mexico and Canada, and an additional 10% tariff on imports from China. Since then, a deal has bee...
Bitcoin and ethereum tumble as traders learn the “Crypto President” is also “Tariff Man”
Shortly before his inauguration, Donald Trump hosted a Crypto Ball. A week into his new administration, the president started a Crypto Bail. Cryptocurrencies like and have been some of the most reac...
Stocks slump after Trump tariff talk sparks huge reversal
Stocks reversed gains, hitting the skids on Friday after the White House press secretary confirmed that President Trump intends to enact tariffs of 25% on imports from Mexico and Canada, as well as 10...
General Motors, Constellation Brands whipsaw as conflicting reports on Trump tariffs confuse traders
Yesterday, after President Donald Trump committed to tariffs of 25% on imports from Mexico and Canada starting February 1, the S&P 500 speedran this cycle in approximately 21 minutes to finish up 0.5%...
US stocks shrug off Trump’s tariff pledge to finish higher
The S&P 500 and Nasdaq 100 rose 0.5% while the Russell 2000 gained 1.1% on Thursday. Utilities were the best-performing S&P 500 sector ETF. , which was crushed on Monday’s DeepSeek sell-off, continued...
GM, Ford take a hit after Trump says 25% tariffs on Canada, Mexico are imminent
General Motors and Ford erased gains to finish lower after President Trump reiterated his intention to impose 25% tariffs on Canada and Mexico. “Mexico and Canada have never been good to us on trade. ...
Nvidia slips after poor guidance from one of its “great partners” and fears of chip export curbs
is falling in the premarket after one of its suppliers delivered a lackluster outlook and the Dutch prime minister cautioned that additional export restrictions on chips may be in the offing. South Ko...
Investors think tariffs aren’t a top priority for Trump, sending vulnerable stocks and sectors soaring
On the first trading day of the Trump administration, investors flocked to the parts of the stock market that would be most imperiled if the president’s rhetoric on trade throughout his entire life as...
Stocks jump as tariffs take backseat to AI
The first trading day of the Trump administration saw more talk about AI than tariffs, fueling a sharp retreat in the US dollar and a rally in stocks. The S&P 500 gained 0.9%, the Nasdaq 100 rose 0.6%...
Electric-vehicle stocks hit the skids as Trump threatens major revenue sources
The electric-vehicle complex is a sea of red this morning. In one of the 25 executive orders issued on Day 1 of his second term, President Donald Trump seeks to “end the electric vehicle mandate” whil...
Semiconductor stocks get slammed as Biden restricts sales to “countries of concern” like China
Chip stocks are getting pummeled as the Biden administration unveiled a new framework for semiconductor exports — its AI Diffusion rule — that restricts the ability of China and other “countries of co...
Nvidia, AMD slump after-hours on report of further chip-export curbs
Bloomberg reports that President Joe Biden plans to enact further restrictions on AI chips used in data centers in a bid to ensure this critical technology is concentrated in the hands of America and ...
ByteDance to spend $7 billion on Nvidia GPUs despite export controls
According to reporting from The Information, ByteDance, the Chinese company behind TikTok, plans to take advantage of loopholes in American export controls to spend $7 billion on Hopper GPUs in 2025....
Tariffs don’t mean avocados are toast
Avocado giant is on track for its biggest single-day gain since going public in 2020 after reporting record revenue numbers in the fourth quarter of 2024. The reason? Rising prices. Prices for avocad...