Trade Wars 2.0 - news and analysis

The second presidency of Donald Trump initiated escalation of tariffs that triggered significant financial movements. These actions may to increased costs for businesses and consumers, disrupted supply chains, and created market uncertainty. Retaliatory tariffs from affected nations can further strain global trade, impacting economic growth and prompting concerns about long-term financial stability.

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NVIDIA (NVDA) Q4 Earnings Preview: High stakes for the AI standard-bearer
NVIDIA's Q4 earnings report on February 25 is a high-stakes event for the AI standard-bearer. Markets are shifting focus from simple "beats" to long-term sustainability. Key areas of scrutiny include the production ramp of the next-gen Blackwell chip, potential spending "digestion" by hyperscalers, stability of the 75% gross margin, and geopolitical developments in China. The stock's sideways movement suggests high volatility may be expected.
by Zain Vawda
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