AMD’s Strategy for the U.S.-China Trade War
AMD Eyes Strong Growth in 2025 Despite Regulatory and Economic Challenges Advanced Micro Devices Inc. (AMD) remains confident in its growth prospects for 2025, despite facing a complex macroeconomic landscape and tighter U.S. export controls on sales to China. Speaking during the company’s fiscal first-quarter earnings call, CEO Lisa Su expressed optimism that AMD’s expanding […]
Market Momentum Falters on Policy Shift
Market May Face ‘Sell-the-News’ Reaction Despite Trade Progress, Warns Sevens Report According to Sevens Report Research, the recent rally in U.S. stocks could lose steam—even if trade negotiations yield positive outcomes. The market has already priced in a significant rollback of the sweeping “liberation day” tariffs announced by President Donald Trump on April 2, raising […]
The Fed Holds Firm — Bad News for Trump’s Pitch
All Eyes on the Fed — Even Without a Rate Cut on the Table The Federal Open Market Committee is set to meet on May 6–7, and while a rate cut isn’t expected, the outcome will be closely watched by investors—and by former President Donald Trump. Trump has made no secret of his desire for […]
Apple Beats Earnings, Stock Drops
iPhone Sales Top Expectations, But Apple’s Tariff Ambiguity Rattles Investors Apple Inc. delivered stronger-than-expected earnings in its latest quarter, with iPhone sales outperforming Wall Street estimates. However, investors were left unsettled by the company’s vague stance on the potential impact of tariffs — a concern that overshadowed the otherwise solid results and sent shares down […]
Meta Soars: Don’t Fear the AI Spend
Meta Raises Capex Outlook, but Strong Revenue Growth Justifies the Investment Meta Platforms Inc., the parent company of Facebook, delivered robust first-quarter earnings on Wednesday, helping ease investor concerns around its escalating spending on artificial intelligence. The company raised its full-year capital expenditure forecast to $64 billion–$72 billion, up from a prior range of $60 […]
Markets Up, Economy Down — Why?
Markets Gain Ground Despite Recession Worries Amid Trump Tariffs and Trade Talk Treasury Secretary Scott Bessent said Tuesday that President Donald Trump was making headway on trade agreements and tax legislation, offering some relief to Wall Street as a turbulent April comes to a close. Renewed optimism around potential trade deals, tax cuts, and deregulation […]
