THE LATEST Updates and analysis as Trump's tariffs on Canada, Mexico, and China loom on Tuesday Taipei Exchange - Delayed Quote • TWD ALFOT Technologies Co., Ltd. (4553.TWO) Follow Compare 20.00 0.00 (0.00%) At close: 2:53:39 PM GMT+8 Related News Trump announces new US strategic crypto reserve: What to know President Donald Trump took to Truth Social to announce a new US strategic cryptocurrency reserve that will include digital assets such as ethereum (ETH-USD), Solana (SOL-USD), XRP (XRP-USD), cardano (ADA-USD), and, of course, bitcoin (BTC-USD). Yahoo Finance host Josh Lipton examines what this means for investors and the broader cryptocurrency market, analyzing how Wall Street is responding to this announcement. To watch more expert insights and analysis on the latest market action, check out more Wealth here. This post was written by Angel Smith Nvidia stock drops as new China chip smuggling report raises investor fears on further export scrutiny Nvidia stock fell as much as 5% Monday as reports surfaced of the tech giant’s AI chips reaching China, raising investor fears the company might face more scrutiny around its exports. 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. Kroger CEO resigns following personal conduct probe Kroger (KR) chair and CEO Rodney McMullen has stepped down from his role at the supermarket giant following an ethics investigation into his personal conduct. Seana Smith and Brad Smith report more on this news as Kroger lead director Ronald Sargent has been appointed interim chief executive. 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. Tariffs & jobs data, retail earnings, crypto reserve: 3 Things US stock futures (ES=F, NQ=F, YM=F) are moving higher in Monday's pre-market trading of March 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. Major retailers Target (TGT), Costco (COST), Abercrombie & Fitch (ANF), and more are set to post their latest earnings results throughout this week. After bitcoin (BTC-USD) soared back above $90,000 over the weekend, Trump gave a new statement on the coins that will be included in the US strategic crypto reserve. 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. Kroger (NYSE:KR) CEO Resigns Over Conduct Board Appoints Ron Sargent As Interim Leader Amid Earnings Guidance Recent developments at The Kroger Co. (NYSE:KR), particularly the CEO resignation following a Board investigation into ethical misconduct, have been significant. Despite this leadership shift, the company remains optimistic, with guidance indicating robust identical sales projections for 2025. During the last quarter, Kroger's share price increased by 8%. This movement can be attributed to the firm's strategic activities, including the announcement of a share repurchase program and the... Intel's $13.4B Gamble: Can It Steal Nvidia and Broadcom from TSMC--or Is This Another Pipe Dream? Intel is testing its last shot at redemption. Nvidia and Broadcom are interested--but will they actually commit? Why Broadcom Stock Is Falling Today Shares of semiconductor company Broadcom (NASDAQ: AVGO) were tumbling today after it was reported that the company is testing out Intel's manufacturing chip process. Broadcom designs its chips, but doesn't manufacture them. Most of the company's processors are currently made by Taiwan Semiconductor Manufacturing (TSMC). Trump to make investment announcement as he meets with CEO of Taiwan giant chipmaker TSMC President Donald Trump is due to announce Monday that chip giant Taiwan Semiconductor Manufacturing Co. plans to invest $100 billion in the United States, according to a person familiar with the plans who was not authorized to speak publicly. TSMC, the world’s biggest semiconductor manufacturer, produces chips for companies including Apple, Intel and Nvidia. The company had already announced plans to invest more than $65 billion in the U.S., including three plants in Arizona after the Biden administration offered billions in subsidies. Nvidia, Super Micro, Tesla, Palantir, Broadcom, Kroger, Strategy, Coinbase, and Robinhood: Stocks to watch today Stocks erased morning gains and declined by afternoon on Monday as investors awaited President Donald Trump’s tariffs on imports from Canada, Mexico, and China set to take effect on Tuesday. In the afternoon, the S&P 500 slid 0.16%, while the Nasdaq dipped 0.40%. The Dow Jones Industrial Average shed 0.14%. Kroger CEO Ousted in Stunning Shake-Up--What Really Happened Behind Closed Doors? Rodney McMullen's sudden resignation sends shockwaves through Kroger--here's what investors need to know about the fallout. Top Stock Movers Now: Nvidia, Broadcom, Intel, and More U.S. equities fell at midday on weak economic reports and worries about new tariffs from the Trump administration. Allegro MicroSystems (ALGM) Stock Trades Up, Here Is Why Shares of chip designer Allegro MicroSystems (NASDAQ:ALGM) jumped 22.3% in the morning session after Bloomberg reported the company is fielding takeover interests from peer, ON Semiconductor. The sources added that there could be other bidders in the mix too. Most acquisitions close at a premium, raising the possibility that existing investors could exit their positions at a higher price if Allegro strikes a deal with a buyer. TSMC Poised to Announce $100 Billion Investment in US Plants (Bloomberg) -- Taiwan Semiconductor Manufacturing Co. plans to invest $100 billion in chips plants in the US over the next four years, a move President Donald Trump is set to announce at the White House later Monday, according to a person familiar with the matter. TSMC is the world’s leader in production of advanced semiconductors used for artificial intelligence, and is the main chip manufacturing partner for Nvidia Corp. and Apple Inc. The investment would help bolster Trump’s pledge to make t TG Therapeutics, A New Leaderboard Stock, Skyrockets 17% On Sales Beat, Bullish Guide TG Therapeutics stock skyrocketed Monday after easily beating fourth-quarter sales expectations and issuing a bullish outlook for 2025. Intel (INTC) Stock Trades Up, Here Is Why Shares of computer processor maker Intel (NASDAQ:INTC) jumped 6.6% in the pre-market session after Reuters reported that Broadcom and Nvidia are running tests on Intel's 18A manufacturing process, highlighting the company's (INTC) progress and the potential to attract high-caliber customers. With high expectations surrounding Intel's Foundry business, these updates lend credibility to the growing hype, and even the speculation about a potential acquisition on the unit, suggesting there may be re Why Coinbase (COIN) and MicroStrategy (MSTR) Are Advancing Today Coinbase (COIN) and MicroStrategy (MSTR) are climbing 1.5% and 2%, respectively, today after President Donald Trump provided some details on America’s upcoming crypto strategic reserve yesterday. Trump’s Statements on the Crypto Strategic Reserve In the wake of Trump’s executive order on the reserve, issued in January, the U.S. intends to stockpile five cryptocurrencies, the president […] Taiwan Semiconductor to Invest $100 Billion in U.S. Chip Plants Taiwan Semiconductor Manufacturing plans to invest $100 billion to build out chip-making facilities in the U.S., according to people familiar with the matter. The company intends to make the investment over the next four years as part of a federal effort that could be announced as soon as later today, The Wall Street Journal first reported. TSMC didn’t immediately respond to a request for comment from Barron’s. Top Midday Stories: TSMC, Trump Expected to Announce $100 Billion Investment; Ford Sales Fall 8.9% Year Over Year in February All three major US stock indexes were down in late-morning trading Monday, extending February's loss Is Taiwan Semiconductor Manufacturing Company Limited (TSM) the Tech Stock with High Upside Potential? We recently published a list of 10 Tech Stocks with High Upside Potential. In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stands against other tech stocks with high upside potential. As per Forrester Research, Inc., despite persistent inflation, the US real GDP is expected to increase […] Performance Overview Trailing total returns as of 3/3/2025, which may include dividends or other distributions. Benchmark is TSEC CAPITALIZATION WEIGHTED ST Return 4553.TWO TSEC CAPITALIZATION WEIGHTED ST YTD +1.01% -1.21% 1-Year -12.25% +20.17% 3-Year -20.45% +26.89%