LIVE Trump says tariffs on Canada, Mexico will go forward on Tuesday Tokyo - Delayed Quote • JPY Pacific Metals Co., Ltd. (5541.T) Follow Compare 1,941.00 -2.00 (-0.10%) At close: 3:30:00 PM GMT+9 Related News Trump's crypto reserve assets are essentially 'built in the US' President Donald Trump has taken to Truth Social to announce a new US strategic cryptocurrency reserve that will include bitcoin (BTC-USD), ethereum (ETH-USD), Solana (SOL-USD), cardano (ADA-USD), and XRP (XRP-USD). Framework Ventures Co-Founder Michael Anderson joins Market Domination to offer his perspective on this development. Anderson highlights that since all the digital assets included in the proposed reserve originated in the United States, this signals that "there's a focus on crypto being built in the US." However, he notes that bitcoin and ethereum will likely form the "core assets" of this reserve. Anderson emphasizes the diverse nature of the selected cryptocurrencies, noting that these digital assets are "fundamentally different altogether." Nonetheless, he supports the multi-asset approach: "I think it makes a ton of sense that there's not just one asset that's going to be put in there but multiple assets, and I wouldn't be surprised if there's others that get included as well." 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 Crypto stocks, bitcoin drop, reversing direction after Trump touts US crypto reserve Crypto stocks seesawed Monday after Trump said in a post on Truth Social that his administration will create a US crypto reserve. 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. 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. Crypto rally fades despite Trump's new promises about a US reserve A rally in digital assets faded Monday despite new promises from Donald Trump about a US strategic reserve of cryptocurrencies. 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 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 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 Chinese buyers are getting Nvidia Blackwell chips despite US export controls Upholding export controls on semiconductor chips made in the U.S. may be harder than Washington, D.C. thinks. Chinese buyers are getting their hands on computing systems with Nvidia's Blackwell chips through third-party traders located in other regions, The Wall Street Journal reported. Buyers in Malaysia, Taiwan, and Vietnam are buying these resources for their own use and reselling a portion to companies in China, the Journal added. Just a week before leaving office, former President Joe Biden Best Buy expected to report further declines in fourth quarter earnings as the chain braces for tariff impact Best Buy is attempting a turnaround as uncertainty around AI innovation and tariffs remains. '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 Super Micro, Nvidia Among S&P 500's Biggest Losers Amid Market Rout: Here's Why Super Micro Computer was the S&P 500's worst performer Monday, with Nvidia close behind, amid a probe into illegal AI chip shipments to China. Wall Street hit by Trump tariffs on Canada and Mexico Wall Street's main stock indexes tumbled Monday to end sharply lower after President Donald Trump announced the start of 25% tariffs on Canada and Mexico. Trump said on Monday that there was no chance for Mexico or Canada to prevent 25% tariffs from taking effect on Tuesday. "They're going to have to have a tariff. Why Applied Digital Stock Plummeted Today Applied Digital (NASDAQ: APLD) stock got hit with another round of big sell-offs in Monday's trading. Tech stocks were rocked following some bearish news for Nvidia and other artificial intelligence (AI) stocks. Applied Digital stock often makes big moves in conjunction with valuation shifts for Nvidia, and its share price tumbled lower today. Is Ingram Micro Holding Corporation (INGM) the Best Performing IT Services Stock to Buy According to Analysts? We recently compiled a list of the 10 Best Performing IT Services Stocks to Buy According to Analysts. In this article, we are going to take a look at where Ingram Micro Holding Corporation (NYSE:INGM) stands against the other IT services stocks. According to research firm Statista, the IT Services industry encompasses a broad range of […] Is ExlService Holdings, Inc. (EXLS) the Best Performing IT Services Stock to Buy According to Analysts? We recently compiled a list of the 10 Best Performing IT Services Stocks to Buy According to Analysts. In this article, we are going to take a look at where ExlService Holdings, Inc. (NASDAQ:EXLS) stands against the other IT services stocks. According to research firm Statista, the IT Services industry encompasses a broad range of services […] Why Broadcom (AVGO) Shares Are Trading Lower Today Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 6.3% in the afternoon session as the major indices tumbled after the Trump administration confirmed that the planned 25% tariffs on imports from Canada and Mexico, two of the largest trading partners of the United States, would proceed as planned. The news added to the market's growing unease, which had been building since the start of 2025. For Wall Street analysts, investors, and businesses, the announcement underscored the Why Intel Stock Sank After Surging Today Intel (NASDAQ: INTC) stock saw some big swings and closed the day in the red in a tough session for the tech sector. Intel initially defied market momentum and moved higher today thanks to a pair of bullish catalysts. In addition to reports that Nvidia and Broadcom are continuing to test one of the company's chip fabrication platforms, investors also thought that President Donald Trump could be making a big announcement about Intel and Taiwan Semiconductor Manufacturing (TSMC) today. Performance Overview Trailing total returns as of 3/3/2025, which may include dividends or other distributions. Benchmark is Nikkei 225 Return 5541.T Nikkei 225 YTD +33.49% -5.29% 1-Year +40.86% -5.33% 3-Year -48.58% +42.17%