THE LATEST Trump plows ahead with new tariffs Shenzhen - Delayed Quote • CNY Shenzhen Kaifa Technology Co., Ltd. (000021.SZ) Follow Compare 20.69 +0.39 +(1.92%) At close: 3:04:18 PM GMT+8 Related News Trump plows ahead with new tariffs that could surpass what he did in his entire first term Donald Trump's latest tariff deadline arrives tonight, with potential new duties on America's top three trading partners starting tomorrow morning. The promises could match or surpass the economic toll of his entire first term. Singapore arrests alleged Nvidia chip smugglers There’s lots of scrutiny involving China obtaining advanced Nvidia chips despite strict U.S. export controls, with Chinese merchants already reportedly ordering Nvidia’s powerful Blackwell GPUs. On Thursday, Singaporean police arrested three men for allegedly smuggling Nvidia chips, Singapore’s national broadcaster Channel News Asia reported. The three men, two Singaporeans and one Chinese citizen, were charged with fraud on a supply of servers. Singapore is investigating whether the servers, wh Morgan Stanley sees Tesla stock reaching $430, reinstates as top pick over AI, robotics play Morgan Stanley's Adam Jonas said Tesla is a top pick for the auto sector. Trump, TSMC announce $100 billion investment in US chip manufacturing President Donald Trump and TSMC announced Monday that the Taiwanese chip manufacturer will invest at least $100 billion in its US manufacturing capabilities "over the next short period of time," bringing company's total investment in the US to $165 billion. Nasdaq, S&P 500, Dow sink ahead of US tariffs on Canada, Mexico US stocks (^DJI, ^IXIC, ^GSPC) sink even lower on Monday — the first trading day of March — as the Nasdaq Composite sank by over 2.6% in the session as Wall Street braces for President Trump's 25% tariffs on Canada and Mexico to take effect overnight. The Dow Jones Industrial Average also plummeted by nearly 650 points. Market Domination Overtime's Julie Hyman and Yahoo Finance markets and data editor Jared Blikre take a look back on the day's market action. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. This post was written by Luke Carberry Mogan. Markets brace for Trump's new tariffs taking effect at midnight Markets (^DJI, ^IXIC, ^GSPC) are preparing for President Donald Trump's latest round of tariffs, scheduled to take effect tonight at midnight on March 4. The sweeping trade strategy includes 25% tariffs on imports from Canada and Mexico, alongside an additional 10% tariff on Chinese goods. Yahoo Finance Washington Correspondent Ben Werschkul analyzes what investors can expect from these new trade measures and examines the rationale behind the president's implementation decisions. Werschkul particularly focuses on the surprising move against Canada, which Trump has reportedly characterized as a "51st state." To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Angel Smith Chip-related stocks, AppLovin, Capri Holdings: Market Minute Yahoo Finance's Julie Hyman discusses the top stocks in this segment of Market Minute. Shares of chip-related stocks Nvidia (NVDA), Dell (DELL), and Super Micro Computer (SMCI) are sinking amid an investigation into potential export control violations involving Nvidia chips and Dell and Super Micro servers. AppLovin (APP) stock surges after expanding its stock buyback program. Capri Holdings (CPRI) shares are popping with news of its Versace sale to Prada reportedly moving closer to finalization. Prada and Capri Holdings have reportedly agreed to a price of approximately $1.6 billion. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute. This post was written by Josh Lynch US manufacturing hit by 'operational shock' of Trump tariffs pushing costs up Manufacturing activity slowed in February while costs increased and employment contracted as President Trump's tariff policies weighed on the sector. Ray Dalio: Debt crisis could cause 'economic heart attack' for US economy in the next 3 years Billionaire hedge fund manager Ray Dalio believes the US economy is at a critical inflection point as the debt situation becomes more dire. Retail expert talks Trump tariffs: 'The sky is not falling' Major retailers like Best Buy (BBY), Target (TGT), Macy's (M), and Costco Wholesale (COST) are preparing to release their latest earnings results throughout this trading week. While consumer spending fell by 0.2% in the month of January and the latest January inflation data came in line with expectations, what kind of picture is this painting for the retail sector? Read up on Yahoo Finance's coverage of the consumer boycott of major brands and companies in protest of DEI rollbacks. Storch Advisors CEO Gerald "Jerry" Storch sits down with the Morning Brief team to discuss how holiday shopping trends will materialize in this latest batch of retailer earnings and how the Trump administration's wave of tariffs could affect the sector as a whole. "I will say my own belief is that the sky is not falling," Storch, who previously served as the chief executive of both Toys R Us and Hudson's Bay, says on President Trump's tariff policies. "When we look at the tariffs that President Trump imposed in his first term, they didn't have kind of a draconian effect on the categories or affected on the or on the economy as a whole. And there were some fairly significant tariffs during that period. But what we saw is most of the costs were indeed sort of muted through negotiations with suppliers." To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Luke Carberry Mogan. 'Don't overthink it': Portfolio manager on buying on growth levels The market (^GSPC, ^IXIC, ^DJI) experienced significant volatility throughout the start of 2025, echoing similar challenges from this time last year. Now, the market environment presents a unique challenge for investors, tied to the ebb and flow in the artificial intelligence (AI) trade. Bullseye American Ingenuity Fund portfolio manager Adam Johnson joins Morning Brief hosts Brad Smith and Seana Smith to discuss current valuations, emphasizing that investors should assess the price they pay for growth. "You can buy the S&P 500m it's trading 21 times earnings and you get 12% growth. Ok, fair point, that's our, sort of, benchmark," Johnson says. "Well, you could go out and buy Nvidia (NVDA), [which] trades at 30 times. You say 'oh that's a lot more than 21.' Yeah, but it's growing at 60%." Johnson also comments on the overall market growth, noting that despite some downward revisions, "the growth that companies put up in the fourth quarter was 12%, actually 12.3%, and profit margins were 13%." Additionally, he encourages investors to stay focused on the fundamentals and not overthink the market. "Just take it at face value. Don't overthink it. Market down 10% on the heels of 12.3% growth, with 13% growth likely for the next reporting season. Buy it," Johnson encourages. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Josh Lynch Dow, S&P 500, Nasdaq start first March session higher US stocks (^DJI, ^IXIC, ^GSPC) are beginning the first trading week of March in positive territory as Wall Street anticipates the February jobs report due out this Friday and braces for President Trump's tariffs against Canada, Mexico, and China to take effect. The Morning Brief's Brad Smith and Yahoo Finance markets and data editor Jared Blikre monitor the moves across sectors, Treasury yields (^TYX, ^TNX, ^FVX), and metal commodities and bitcoin (BTC-USD) at the market open. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Luke Carberry Mogan. 'Real assets' may be the key to surviving in volatile economy The stock market (^GSPC, ^IXIC, ^DJI) faced a roller coaster of volatility in February amid concerns over slowing economic growth and political tensions. The Federal Reserve Bank of Atlanta's latest GDP (gross doemstic product) estimates predict a contraction in 2025's first quarter, adding to the uncertainty. Cohen & Steers president and CIO Jon Cheigh joins Market Domination Overtime hosts Josh Lipton and Julie Hyman to talk about the changing macroeconomic landscape. He explains that investors need to adapt to the new environment by diversifying their portfolios: "Our view is for policymakers, and therefore economies, it's just a much trickier game. So, what does that mean for investors? It means that even though, of course, everyone thinks they have the right answer, you need to be diversified." Cheigh emphasizes that with rising inflation and economic uncertainty, real assets and alternative investments — such as real estate and infrastructure — can offer stability and returns. "In a world where inflation may be a bit higher, and where maybe the view of what's GDP going to look like over the next six, 12, 24 months may be more uncertain, that's typically an environment where real assets tend to do better," Cheigh says. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. This post was written by Josh Lynch GigaCloud Technology Inc (GCT) Q4 2024 Earnings Call Highlights: Record Revenue and Strategic ... GigaCloud Technology Inc (GCT) surpasses $1 billion in annual revenue, while navigating macroeconomic headwinds and strategic integrations. Okta Inc (OKTA) Q4 2025 Earnings Call Highlights: Record Bookings and Strategic Growth Amid ... Okta Inc (OKTA) reports a milestone quarter with over $1 billion in total contract value and significant advancements in product innovation, despite facing economic headwinds. Trump Trades Are Upended as Treasuries Returns Beat US Equities (Bloomberg) -- US Treasuries are now outperforming stocks since Donald Trump was elected President, and some strategists say there’s room for those gains to run.Most Read from BloombergCuts to Section 8 Housing Assistance Loom Amid HUD UncertaintyHow Upzoning in Cambridge Broke the YIMBY MoldRemembering the Landscape Architect Who Embraced the CityNYC Office Buildings See Resurgence as Investors Pile Into BondsHong Kong Joins Global Stadium Race With New $4 Billion Sports ParkA Bloomberg gauge o Broadcom Launches VeloSky to Deliver Network Convergence, Transform Connectivity New Enhanced Fixed Wireless Access Solution Enables Communications Service Providers to Deliver AI-Optimized Performance, Seamless Availability, and Integrated SecurityBARCELONA, Spain, March 04, 2025 (GLOBE NEWSWIRE) -- Mobile World Congress 2025—Broadcom Inc. (NASDAQ: AVGO) today introduced VeloSky, a converged networking solution that enables Communications Service Providers (CSPs) to offer integrated fiber, cellular, and satellite connectivity through a single appliance. VeloSky helps servic Equities Whipsaw, Oil Drops After Tariffs Kick In: Markets Wrap (Bloomberg) -- Equities recouped losses after China’s response to President Donald Trump’s tariffs was seen as measured and avoiding a full-blown trade war between the world’s two-largest economies. Treasury yields erased declines while oil dropped.Most Read from BloombergCuts to Section 8 Housing Assistance Loom Amid HUD UncertaintyHow Upzoning in Cambridge Broke the YIMBY MoldRemembering the Landscape Architect Who Embraced the CityNYC Office Buildings See Resurgence as Investors Pile Into Bon US stocks face tricky moment as Trump's latest tariffs loom (Reuters) -U.S. stocks face a tenuous moment with the arrival of President Donald Trump's latest tariffs. Tariffs are exacerbating the headache. Trump has said proposed 25% tariffs on Mexican and Canadian goods will take effect on Tuesday, along with an extra 10% duty on Chinese imports. Okta (OKTA) Q4 2025 Earnings Call Transcript OKTA earnings call for the period ending December 31, 2024. Performance Overview Trailing total returns as of 3/4/2025, which may include dividends or other distributions. Benchmark is SSE Composite Index Return 000021.SZ SSE Composite Index YTD +8.55% -0.82% 1-Year +37.88% +9.37% 3-Year +62.43% -3.58%