Big-Tech’s Performance​Macro Headlines This Week: Tariff Escalation? Fed Division; Structural Divergence in US Stocks​​​​Tariff Tug-of-War:​​ Mixed signals emerged on the tariff front. The US-Japan trade framework was finalized, featuring mutual 15% tariffs, $550 billion in Japanese corporate investment in the US, the launch of a US-Japan LNG joint venture in Alaska, and the opening of Japan's agricultural market. External parties raised concerns about the agreement's funding mechanism and return structure, suggesting it appears more like a political gesture than a concrete investment plan. Concurrently, Japan faces domestic political shifts, contributing to the Yen's position as the weakest major non-US currency recently.​​Can the Fed Resist Pressure in July?​​ On July 22nd, President Tru

$NVIDIA(NVDA)$ A Silicon Valley Revival or a Bull Trap? After months of relentless volatility, Nvidia's stock is rebounding again — but not without controversy, complexity, and fresh geopolitical weight. While the broader semiconductor sector remains under pressure due to tightening monetary conditions and a cyclical tech pullback, Nvidia has caught a second wind on rising AI infrastructure investments and a political narrative that’s adding fuel to the fire. Former President Donald Trump, who is again in the spotlight ahead of the 2024 election, has made AI central to his campaign rhetoric — vowing to dominate the next era of technology, from quantum computing to machine learning. Whether or not these promises are realized, the narrative is havin