LIVE Canada retaliates, places tariffs on $107 billion of US imports HKSE - Delayed Quote • HKD China Resources Beverage (Holdings) Company Limited (2460.HK) Follow Compare 13.600 +0.120 +(0.89%) As of 11:59:39 AM GMT+8. Market Open. 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. Risk-off market, gold vs. oil, bitcoin: Market Takeaways US stocks (^GSPC, ^IXIC, ^DJI) closed lower to start off the March session as markets brace for several of President Trump's tariffs to take effect this week. Yahoo Finance Markets and Data Editor Jared Blikre joins Asking for a Trend host Josh Lipton to discuss the market's "risk-off" behavior, highlighting declines in major indices and mega-cap stocks. Volatility, the downturn in oil (BZ=F, CL=F) prices, and the global economic outlook are also discussed, along with the global economic outlook. Despite a lower dollar (DX=F), commodities and risk assets remain under pressure, and bitcoin (BTC-USD) is showing concerning reversal trends. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend here. This post was written by Josh Lynch Small caps are not the place to 'hide' right now Strategas Securities managing director of investment strategy Ryan Grabinski joins Market Domination Overtime to assess small-cap investment prospects as President Trump's sweeping trade strategy prepares to take effect tonight at midnight on March 4. Grabinski challenges current market (^DJI, ^IXIC, ^GSPC) expectations by pointing to historical precedent: During Trump's 2018 tariff implementation, small caps failed to deliver the outperformance many investors are now anticipating under this new trade regime. "It's hard for me to get on board with [small caps] now," he explains to Yahoo Finance. While acknowledging that small-caps are projected to outpace larger companies in earnings growth during the year's second half, he cautions that "they're not going to have the same boost they saw in 2017 to 2021 ... it's not exactly a great place to hide." Instead of betting on small caps, Grabinski recommends thinking about "industries that could actually benefit from the tariffs." He specifically highlights the insurance and utilities sectors as attractive investment opportunities. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. This post was written by Angel Smith Okta soaring on Q4 earnings beat, guidance numbers Okta (OKTA) shares jump by over 10% in Monday's extended hours as the software company posted its fourth quarter earnings results, reporting $682 million in revenue (vs. forecasts of $670 million) and adjusted earnings of $0.78 per share (vs. forecasts of $0.74). Julie Hyman and Josh Lipton dive deeper into Okta's latest earnings and guidance beats. 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. Commentary: What Elon Musk’s critics are getting wrong Musk isn't running the government efficiency commission to secure a tax cut or some simple grift. There's a lot more to it. Nvidia stock tumbles over 8% to close at lowest level since September Nvidia stock sank 8.8% Monday to its lowest closing price since last September as reports surfaced of the tech giant’s AI chips reaching China despite export controls. Google Play update makes it easier to find Android apps with widgets Google announced Monday a series of changes to its widgets system on Android that will make it easier for app developers to reach their users. Widgets, which offer at-a-glance views of an app's most important information -- like the day's weather or upcoming meetings on your calendar -- are a key aspect of Android home screen customization. However, Google admits developers needed a better way to have their widgets discovered. Widgets aren't just decorative ways to make a home screen more visual TSMC to invest $100B in US chip manufacturing: WSJ Taiwan Semiconductor Manufacturing Company (TSM) is reportedly preparing to invest approximately $100 billion in US chip manufacturing plants over the next four years. According to the Wall Street Journal, President Donald Trump is expected to announce the plan's full details Monday afternoon. Catalysts co-hosts Madison Mills and Seana Smith break down the details. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Angel Smith Google upgrades Colab with an AI agent tool Google Colab, Google's cloud-based notebook tool for coding, data science, and AI, is gaining a new "AI agent" tool, Data Science Agent, to help Colab users quickly clean data, visualize trends, and get insights on their uploaded data sets. First announced at Google's I/O developer conference early last year, Data Science Agent was initially launched as a stand-alone project. However, Google decided to integrate it into Colab with the goal of helping users access the agent directly from a Colab 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 How Wall Street pros are looking at fears over a US economy slowdown The stock market just capped off a rough month of February, leaving some on Wall Street expecting investors to grow more defensive in the weeks and months ahead. Okta (OKTA) Q4 2025 Earnings Call Transcript OKTA earnings call for the period ending December 31, 2024. Equities Decline, Bonds Rise on Tariff Concerns: Markets Wrap (Bloomberg) -- A selloff in equities spread to Asia after President Donald Trump’s pledge to impose tariffs on trading partners raised concerns about a worsening trade war hurting global economic growth. Treasury yields tumbled to the lowest in more than four months.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 Inves TSMC Unveils $100 Billion US Investment in Boost for Trump (Bloomberg) -- Taiwan Semiconductor Manufacturing Co., the world’s top producer of AI chips, plans to invest an additional $100 billion in US plants that will boost its chip output on American soil and support President Donald Trump’s goal of increasing domestic manufacturing.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 Resurgenc Stocks slump with bond yields as Trump pushes ahead with tariffs Stocks slumped and bond yields slid on Tuesday in Asia as investors braced for an imminent escalation in a global trade war with new U.S. tariffs on Canada, Mexico and China set to go into effect within hours. The U.S. dollar remained depressed, with sterling holding close to a 1 1/2-month high and the euro also firm as European leaders drew up a Ukraine peace plan to present to Washington. However, U.S. futures pointed about 0.1% higher, signalling the sell-off may peter out later in the global day. Asian shares fall after Wall St retreats on fears over hit to the US economy from Trump's tariffs Shares opened lower Tuesday in Asia after U.S. stocks fell sharply just ahead of a new round of higher tariffs imposed by U.S. President Donald Trump. Tariffs of 25% on Canada and Mexico were due to take effect early Tuesday. An extra 10% tariff is being imposed on China. Performance Overview Trailing total returns as of 3/4/2025, which may include dividends or other distributions. Benchmark is HANG SENG INDEX Return 2460.HK HANG SENG INDEX YTD +15.25% +14.16% 1-Year -17.38% +37.99% 3-Year -17.38% +4.55%