Big-Tech’s PerformanceWeekly macro storyline: Trump to fire Powell? Earnings season coming with tariff desensitization!Although the Trump administration is still in the tariffs from time to time "demon", but the market after last week's volatility has been desensitized, but now trading is more "recession expectations", or the extent of the blow to corporate profits, consumer confidence.In the face of the worsening economic outlook, the European Central Bank on April 17 to complete the seventh round of interest rate cuts, and warned that the escalation of international trade tensions is a serious drag on the eurozone recovery process.The Fed showed a very different rhythm, Powell reiterated the need to judge the policy path based on sufficient data, triggering a harsh rebuke from Trump.Prev
Jensen Visits China: Is Nvidia Stabilizing or See it at $90?
On Thursday, Nvidia CEO Jensen Huang met with the founder of DeepSeek in China. This news follows its H20 chip export restrictions. According to two sources familiar with the matter, former President Donald Trump’s proposed new round of tariffs could cost U.S. semiconductor equipment makers over $1 billion annually. ---------- Will tariff restrictions force NVIDIA back to $90? Will Jensen's travel to China stablize NVIDIA stock?
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