3,236 subscribers
Go offline with the Player FM app!
A New Round Of Auto Tariffs… And The Data Center Dash 3/26/25
Manage episode 473573843 series 1772318
Auto stocks are stalling out, as the Trump admin announces new import tariffs. What those taxes will look like, and how carmakers can handle the rough roads. Plus Hyperscale demand on the rise, as tech leans even more into AI. The names leading the charge, and how one tech giant’s pullback could mean big opportunity for its competitors.
1953 episodes
Manage episode 473573843 series 1772318
Auto stocks are stalling out, as the Trump admin announces new import tariffs. What those taxes will look like, and how carmakers can handle the rough roads. Plus Hyperscale demand on the rise, as tech leans even more into AI. The names leading the charge, and how one tech giant’s pullback could mean big opportunity for its competitors.
1953 episodes
All episodes
×
1 Nvidia’s Post Earnings Blues… And JPMorgan CEO Jamie Dimon’s Bond Market Warning 5/30/25 43:52

1 Trump Tariffs Reinstated… And Retail Earnings Filter In 5/29/25 43:54

1 Nvidia Reports Results… And The Future OF Fannie Mae And Freddie Mac 5/28/25 43:50

1 Stocks Surge On EU Tariff Delay… And Nvidia Results On Deck 5/27/25 43:42

1 Apple Sinks on New Tariff Threats, and Should Novo Do a Deal? 5/23/25 43:53

1 The Market’s Final Hurdle… And Housing Sector Slump 5/22/25 43:51

1 Markets Sink as Yields Spike, and OpenAI Scores a Big Win Against Apple 05/21/25 43:39

1 Elon Musk Weighs In… And Fed Survey Results 5/20/25 43:47

1 JPMorgan CEO Jamie Dimon Weighs In… And Trump Sounds Off On Walmart 5/19/25 43:42

1 Stocks Surge On Tariff Cuts… And Trump’s Drug Pricing Executive Order 5/12/25 43:43

1 Trump Floats China Tariff Cut… And Cargo Theft Threatens The Supply Chain 5/9/25 42:59
Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.