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📅 Weekly Recap: Rare Earths Take Center Stage in U.S.-China Trade Talks Musk slams Trump’s $2.4T debt-heavy bill, calling it a “disgusting abomination.” Tariffs double, trade deficit halves, services sector contracts, and the rare earth crisis deepens.

Russia’s playing for time. Europe’s bleeding industry. Trump’s juggling oil and war optics. Sanctions lack bite, and macro headwinds—deglobalization, rising yields, and runaway debt—are what move markets. https://t.co/bAv3l9apo6 #Geopolitics #Ukraine #Oil #Russia #Trump

📈 Weekly Market Recap: - Markets rallied after Trump delayed EU tariffs—S&P +2.2%, Nasdaq +2.6%. - Treasury yields dipped, and consumer confidence beat forecasts. - Labor data showed cracks, but income surged. - Legal uncertainty builds over tariff powers.

Our recent longs are delivering strong gains: $NVDA +71%, $BABA +120%, $GME +89%, $OKLO +118%, even as tariff fears create some pressure on other positions. Seasonal trends and upcoming catalysts support potential rebounds. https://t.co/V0hchs3ouy #Trading #options #investing

Moody’s downgraded the US credit rating for the first time since 1919, sparking a selloff and a jump in Treasury yields above 4.75%. Trump’s tariff threats and a huge new tax bill add to market jitters. Dollar hits its biggest weekly drop since April.

🚨 Nvidia $NVDA is not leaving the U.S.—it’s building a “semiconductor embassy” in Taiwan. This move positions it between China and the U.S. as geopolitical tensions rise. Faster chips. Closer to TSMC. Aligned with Foxconn, MSI, Asus. A direct play to outmaneuver AMD & Huawei.

📅 Weekly Recap: Trump Demanding Trade Concessions, Nvidia Moving to Taiwan https://t.co/UftyHbBdeh #markets #china #nvda #trump #tradewar

🚀 Trade deals are the new market catalysts. U.S.��China rollback sent the S&P +3.3%, Nasdaq +4.35%, Asia rallied hard. But the real winners? Countries striking early U.S. trade deals. #Markets #Trade #Macro #stockmarket #Trump

As U.S. LNG replaces Russian gas in Europe, and China floods Eastern Europe with automakers, the Pentagon eyes pipeline diplomacy—Qatar to Turkey—as the next strategic lever. Industrial power follows cheap fuel. Always has. Always will.

Tariffs cut for 90 days: U.S. from 145% to 30%, China from 125% to 10%. Markets rip—Dow +1,000, S&P +3%, Nasdaq +3.5%. Tech leads: $AAPL $AMZN $NVDA $TSLA. Retaliation paused. Some tariffs stay: 25% on steel, autos, 50% on solar & chips. #stocks #tariffs #china #tradewar

📅 Weekly Recap: High-Level Trade Negotiations Set to Start in Geneva - U.S. trade deficit hits record $140.5B - GDP contracts for first time since 2022 - AI chip export ban repealed - U.S.-China trade talks show "substantial progress" - Fed warns of stagflation risks

U.S. may ease AI chip export bans to China under a potential Trump policy shift—reviving trade talks & fueling a rally in Chinese tech. Semis are now a bargaining chip, not a blockade. $BABA $BYDDF $XIACY $TCEHY https://t.co/49ZAoNngXg #AI #China #Stocks #tradewar #stocks

🚨 FOMC holds rates at 4.25%–4.50% for now. Despite Trump’s calls for cuts, Powell stays cautious. Inflation risks + tariff uncertainty dominate. First rate cut expected in July. #FOMC #FederalReserve #InterestRates #Inflation #Fed

Japanese domestic stocks led post-tariff shock—but with U.S.-Japan trade talks nearing resolution, markets may rotate into export names. A broader U.S. strategy to isolate China could lift Asian trade assets if early bilateral deals ease tariff fears. Watch industrials.

🛍️ Supply chain strain into 2025. 💰 Retailers keeping prices high—margins expanding even as input costs ease. Price stickiness could outlast the tariffs. Earnings may surprise. https://t.co/6OwaFx3qqF #Trade #Retail #China #Markets #Tariffs

Amazon $AMZN (-3.21% After hours) reported a robust first-quarter 2025 performance, surpassing expectations. The company's revenue rose by 9% year-over-year to $155.7 billion, beating the forecast of $154.9 billion. Earnings per share stood at $1.59, a significant increase from

Apple Inc. $AAPL (-3.78% After hours) reported a strong fiscal first quarter for 2025, with record revenue of $124.3 billion, marking a 4% increase year-over-year. The company's diluted earnings per share (EPS) also saw a 10% increase from the previous year, reaching $2.40. They

Caterpillar Inc. $CAT reported a 10% year-over-year decline in revenue for Q1 2025, totaling $14.2 billion, which fell short of Wall Street expectations. The revenue drop was primarily attributed to reduced equipment sales volume and unfavorable price realization, largely

Qualcomm Inc $QCOM (-5.69% After hours) has reported record fiscal first-quarter 2025 results, with revenues of $11.7 billion, a 17-18% increase year-over-year, and non-GAAP diluted EPS of $3.41, surpassing both guidance and analyst expectations. The performance was driven by