THE LATEST Updates and analysis as Trump's tariffs on Canada, Mexico, and China loom on Tuesday ASX - Delayed Quote • AUD Macquarie Bank Limited (MBLPC.AX) Follow Compare 104.00 +0.30 +(0.29%) At close: 4:10:55 PM GMT+11 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. TG Therapeutics Soars Nearly 18% as Strong Q4 Results Fuel Growth Optimism Biopharma firm TG Therapeutics sees stock surge as revenue beats estimates and plans for new Briumvi trial take shape TG Therapeutics (NasdaqCM:TGTX) Reports US$108M Revenue For Q4 2024 With Net Income Of US$23M TG Therapeutics (NasdaqCM:TGTX) reported a 3.7% increase in its stock price over the last week, coinciding with the company's announcement of strong fourth-quarter earnings results and optimistic earnings guidance for 2025. The company revealed a significant jump in revenue to $108 million and a transition to profitability, posting a net income of $23 million for Q4 2024. The positive outlook, particularly for its BRIUMVI product, was emphasized in their earnings guidance, projecting... An Investor's Look at Palantir and MicroStrategy (Strategy) If Home Depot's cash flow story is intact. Then, Motley Fool host Alison Southwick and personal finance expert Robert Brokamp discuss Warren Buffett's estate plan, and the lessons for regular folks. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. Sunnova’s 71% Stock Plunge Heralds US Solar’s State of ‘Chaos’ (Bloomberg) -- Sunnova Energy International Inc. shares plunged 71% as the company warned there’s substantial doubt it will remain in business. That came less than a week after First Solar Inc., the biggest US solar manufacturer, said it was seeing increasing customer delays. And it was also on the heels of Sunrun Inc., the biggest US residential solar company, saying it expects installation volumes to be flat this year. The US solar industry is in the midst of the biggest reckoning it’s faced s Trump to announce $100 billion TSMC chip investment - WSJ Investing.com -- Taiwan Semiconductor Manufacturing Co. is set to announce a $100 billion investment in U.S. chip-making facilities over the next four years, a move expected to be unveiled by President Donald Trump later on Monday, according to the Wall Street Journal (WSJ). Zero-Day Options Hits Trading Record on Trump Turmoil, Robinhood Push (Bloomberg) -- One of Wall Street’s most-popular option trades just got more popular than ever, fueled by Donald Trump’s volatility-inducing policy agenda and a push by Robinhood Markets Inc. to expand its product offerings. Contracts that expire within 24 hours made up a record 56% of the S&P 500’s total options volume last month, according to data compiled by Cboe Global Markets Inc., the exchange that’s at the center of the trading boom.Demand for derivatives with zero days to expire, known a 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 Performance Overview Trailing total returns as of 3/3/2025, which may include dividends or other distributions. Benchmark is MSCI WORLD Return MBLPC.AX MSCI WORLD YTD +1.32% +2.66% 1-Year +5.69% 0.00% 3-Year +16.07% +29.36%