THE LATEST Updates and analysis as Trump's tariffs on Canada, Mexico, and China loom on Tuesday OTC Markets OTCPK - Delayed Quote • USD (TSHTF) Follow Compare 3.5000 0.0000 (0.00%) As of February 28 at 3:00:00 PM EST. Market Open. Related News 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 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 Taiwan Semiconductor, Kroger, defense stocks: Market Minute Anchor Madison Mills delivers the latest market news on Yahoo Finance this Monday afternoon in today's Market Minute. Taiwan Semiconductor (TSM) is reportedly set to announce a substantial $100 billion investment in the United States, with plans to construct chip facilities over the next four years, according to the Wall Street Journal. Defense sector stocks, including RTX (RTX), Bae Systems (BA.L), and General Dynamics (GD), are trending upward following the European Union's commitment to increase military spending. Meanwhile, Kroger (KR) shares have taken a downturn after the company's CEO Rodney McMullen stepped down amid an ongoing investigation into his personal conduct. 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, Broadcom testing out Intel's chipmaking process: Report Intel (INTC) is reportedly undergoing tests by AI chipmakers Nvidia (NVDA) and Broadcom (AVGO) on its manufacturing process, according to Reuters. Intel's 18A chip technology, used in advanced artificial intelligence (AI) processors, puts it in direct competition with Taiwan Semiconductor Manufacturing Company (TSM). Seana Smith and Madison Mills report more on Intel's refocus on contract manufacturing, a key initiative under former CEO Pat Gelsinger, that may drive future success. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Josh Lynch Morgan Stanley reinstates Tesla as a top pick. Here's why. Morgan Stanley analysts reinstated Tesla (TSLA) as the firm's top pick in the US automotive industry. The EV maker closed February 2025 as its second-worst month ever on record. Yahoo Finance senior autos reporter Pras Subramanian weighs in on Morgan Stanley's commentary, including where investors are finding value as CEO Elon Musk commits more of his time to the Trump administration. Subramanian also weighs in on Chinese EV manufacturer BYD's (1211.HK, BYDDY) move to raise $5.2 billion via a share sale. 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. Trump relieves crypto slump with new promises about a US reserve Donald Trump was able to reverse the first slump in digital assets since he took office with some new promises about a US strategic reserve of cryptocurrencies. 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. Meta, Netflix Test These Upper Limits As Tesla Exits The Scene While This Biotech Booms While Netflix and Meta stock shake off market volatility, Eli Lilly and this biotech stock join them and others on IBD Leaderboard. US Chips Act Office Is Losing Two-Fifths of Staff to Trump Purge (Bloomberg) -- The US government office responsible for a marquee $52 billion chip subsidy program will lose about two-fifths of its staff as President Donald Trump slashes the federal workforce, according to people familiar with the matter.Most Read from BloombergCuts to Section 8 Housing Assistance Loom Amid HUD UncertaintyRemembering the Landscape Architect Who Embraced the CityHow Upzoning in Cambridge Broke the YIMBY MoldNYC Office Buildings See Resurgence as Investors Pile Into BondsHong K Why Nvidia (NVDA) Shares Are Trading Lower Today Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 7.9% in the afternoon session after market volatility continued, with the stock seemingly affected by the broader downturn as the Nasdaq declined 1.3% in another negative session. Tepid economic manufacturing and construction data released Monday sparked another wall of worry about the US economy. Sunnova’s 71% Stock Plunge Heralds US Solar 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. Most Read from BloombergCuts to Section 8 Housing Assistance Loom Amid HUD Stock Market Today: Dow Jones Falls, Bitcoin Gains Melt; Warren Buffett Gives This Trump Tariff Warning (Live Coverage) The Dow Jones edged up in the stock market today. Warren Buffett issued a warning about the economy. Tesla stock rose on a bullish call. Why Tesla (TSLA) Stock Is Climbing Today Tesla (TSLA) stock is advancing 2.5% after Morgan Stanley issued an upbeat note on TSLA stock. The investment bank, which continues to identify TSLA as a top pick, expects the company’s total addressable market (TAM) to rise going forward. Why Morgan Stanley Remains Very Bullish on TSLA The fact that Tesla’s auto deliveries are weakening […] Berkshire Hathaway Hits $1.07 Trillion Market Cap, Surpassing Tesla – Earnings Shock and Tesla's Decline Highlight Changing Markets On Monday, Warren Buffett's Berkshire Hathaway (NYSE:BRK, BRK.B)) pulled ahead of Elon Musk's Tesla (NASDAQ:TSLA) in market value, showing just how much earnings matter in the stock market. According to Forbes, Berkshire's stock climbed 4.1%, pushing its market cap to about $1.08 trillion, while Tesla's shares slipped 2.2%, bringing its valuation down to roughly $1.04 trillion. That swap placed Berkshire in the seventh spot on the S&P 500, nudging Tesla down to eighth. Don't Miss: The $1.3 Billi European Defense Stocks Surge After Leaders Aim to Broker Ukraine Peace Plan This year’s fierce rally in European defense stocks found new legs Monday after leaders on the continent met over the weekend to forge a peace plan for Ukraine, during which they pledged to ramp up defense spending. Shares in companies including France's Thales, Germany’s Rheinmetall, Italy’s Leonardo and Sweden’s Saab each surged 11% or more. The German arms maker Rheinmetall has climbed more than 85% in 2025, making it the best performer in the Stoxx Europe 600. 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. In an email to Barron’s, TSMC confirmed that CEO C.C. Wei would appear at the White House on Monday. Magnificent Seven Stocks: Nvidia Dives, Tesla Reverses Sharply Lower Nvidia dived Monday after Friday's rebound, while Tesla reversed sharply lower. Meta is trying to find support at a key level. Allegro Stock Leaps on Report ON Semi Could Seek to Buy It Allegro stock gained 21% to $26.90 in morning trading, on track for its largest daily percentage increase on record, according to Dow Jones Market Data. ON Semi has been working with advisors in recent months to consider a deal, Bloomberg reported on Sunday, citing people familiar with the matter. It’s possible other companies could do the same, but Allegro hasn’t indicated whether it would be open to a possible sale. These are the top 10 February stock purchases on Robinhood UK Investing.com -- Investors on Robinhood (NASDAQ:HOOD) UK remained focused on artificial intelligence (AI) and cryptocurrency in February, despite market volatility, according to the platform’s latest trading data. These Stocks Are Moving the Most Today: Nvidia, Intel, Tesla, MicroStrategy, Super Micro, Palantir, AppLovin, Sunnova, and More Nvidia stock tumbles, Intel jumps as a report says Nvidia and Broadcom are testing the chip company’s 18A manufacturing process, Super Micro shares swoon, and Tesla rises after CEO Elon Musk predicts the EV maker’s profit can rise 1,000% in the coming five years. Performance Overview Trailing total returns as of 3/3/2025, which may include dividends or other distributions. Benchmark is Nikkei 225 Return TSHTF Nikkei 225 YTD 0.00% -5.29% 1-Year 0.00% -5.33% 3-Year 0.00% +42.17%