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[BREAKING] TikTok’s $14B Lifeline: Trump Signs Deal to Keep App Alive in U.S. President Trump approved a $14B joint-venture deal for TikTok’s U.S. operations, satisfying national security requirements. Oracle, Silver Lake, and Abu Dhabi’s MGX fund will hold about 45% of the new entity; ByteDance’s stake will be cut below 20%. Oracle will run TikTok’s U.S. security and provide cloud services, with CEO Larry Ellison personally involved. China’s approval still pending; Trump said Xi Jinping “gave the go ahead” after initial resistance.

[BREAKING] OpenAI, Oracle & SoftBank unveil 5 new U.S. data centers for the $500B Stargate project, pushing capacity near 7 GW. Sites span Texas, Ohio, New Mexico, Midwest. Expansion marks a major step toward the 10 GW AI superinfrastructure goal.

Looking at yesterday’s Consumer Price Index #CPI, it was a relief to see that consumers are not yet feeling the shock of higher prices. However, today’s Producer Price Index #PPI clearly shows that the victims of Trump’s tariff policy are finally beginning to emerge in large numbers. The side effects of Trump’s tariff policy may only just be starting. But an even bigger concern is that he might end up firing the official in charge of the Producer Price Index.

Tesla New Price Target $TSLA 🔸 Stifel: Hold $455 – Buy 🔸 Piper Sandler: Hold $400 – Overweight 🔸 Wedbush: Up $315 → $350 – Outperform 🔸 TD Cowen: Down $388 → $330 – Buy 🔸 Mizuho: Down $375 → $325 – Outperform 🔸 Baird: Down $370 → $320 – Outperform 🔸 RBC Capital: Down $314 → $307 – Outperform 🔸 BofA: Hold $305 – Neutral 🔸 Canaccord Genuity: Down $404 → $303 – Buy 🔸 Truist Securities: Hold $280 – Hold 🔸 Evercore ISI: Hold $235 – MarketPerformance 🔸 Goldman Sachs: Hold $235 – Neutral 🔸 Oppenheimer: Perform reaffirmed – No target 🔸 Needham: Hold reaffirmed – No target

정계선 재판관은 8명 가운데 유일하게 한덕수 국무총리 탄핵 인용 의견을 냈습니다. imnews.imbc.com/replay/2025/nw…

[Breaking] White House: China now faces 245% Tarrifs

[BREAKING] Trump Grants Tariff Relief to Tech Giants Amid Trade War Escalation ✅Tariff Exemptions Announced: The Trump administration has exempted key consumer electronics—such as smartphones, laptops, memory chips, and semiconductor manufacturing equipment—from the newly imposed 125% tariffs on Chinese imports and the 10% global baseline tariff. ✅Affected Companies: Major technology firms like Apple, Nvidia, Dell, Hewlett Packard Enterprise, and Super Micro Computer stand to benefit significantly from these exemptions, as they heavily depend on Chinese manufacturing for their products. ✅Market Reaction: Following the announcement, tech stocks experienced a positive rebound. Apple, which had seen an 11% drop since the initial tariff announcement on April 2, recovered some losses as investor confidence was restored. ​ ✅Consumer Impact: The exemptions are expected to prevent substantial price increases for consumer electronics in the U.S., with analysts warning that, without relief, prices for devices like iPhones could have exceeded $2,000. ✅Policy Implications: While the exemptions provide immediate relief, they may complicate the administration's broader goals of encouraging domestic manufacturing and reducing reliance on foreign supply chains.

TARIFFS 10% for 90 days except China (125%)

[Breaking - Updated] Trump Shocks Markets with Tariff Twist – 90 Days of Drama Unfurl! 🚀Pause Alert: Trump slams a 90-day tariff pause on most countries, dropping rates to 10%, effective immediately. 🚀China’s Big Hit: No mercy for China—tariffs soar to 125% as Trump cites “market disrespect.” 🚀Negotiation Frenzy: Over 75 nations rush to the table, avoiding retaliation, sparking global trade buzz.

[Breaking] Fed Chair Powell Warns Tariffs Will Elevate Inflation, Plans to Hold Interest Rates Powell indicates new tariffs are "significantly larger than expected," likely leading to higher inflation and slower growth. ​ The Federal Reserve will maintain current interest rates, adopting a wait-and-see approach amid economic uncertainty. ​ Powell emphasizes the Fed's commitment to preventing temporary price increases from becoming persistent inflation.

The PCE issue announced this morning is serious because it shows the long-term trend of Core PCE, but the bigger problem seems to be the "statistical massage" that has been going on since Biden. The final calculation is that prices were as high as we felt. (See the light green line)

The morning loading volume is enormous $LUNR What's going on?

Confidence is under water.

NVIDIA & Cisco Partnership $NVDA $CSCO • Today, Cisco and NVIDIA announced their intent to build a unified architecture across their portfolios to simplify the deployment of out-of-the-box data center networks • NVIDIA will make Cisco Silicon One, combined with NVIDIA SuperNIC, part of the NVIDIA Spectrum-X Ethernet networking platform. Cisco will be the only partner silicon included in NVIDIA Spectrum-X • Cisco will build a system that combines NVIDIA Spectrum silicon with Cisco operating system software, enabling customers to standardize on Cisco networking and NVIDIA technologies simultaneously in their data centers • This collaboration opens up new market opportunities for Cisco by unifying the architectural model between front-end and back-end networks, making it easier to manage diverse enterprise and cloud provider networks.

[Breaking News] Mexican President Claudia Sheinbaum Instructs Economy Minister to Plan Response PLAN Including TARIFFs for U.S. 25% TARIFFs

[Breaking News] Canadian Prime Minister Justin Trudeau Announces 25% Retaliatory TARIFFs on $155 Billion of U.S. Products

Americans, hurry to the market and stock up on avocados! Reports suggest that Mexico is planning to retaliate with TARIFFs in response to Trump's TARIFFs. Nearly all avocados in the U.S. come from Mexico.

U.S. prices continue to rise in December Fortunately, consumer spending is increasing more than expected from the previous month.

[BREAKING NEWS] PRESIDENT TRUMP WILL MEET NVIDIA CEO JENSEN HUANG AT THE WHITE HOUSE TODAY TO DISCUSS EXPORT CONTROL $NVDA #NVIDIA.

Recently, OpenAI claimed that Chinese AI startup DeepSeek developed a competitive model by using its intellectual property without permission. Last year, OpenAI and Microsoft found evidence that accounts suspected of being related to DeepSeek are using OpenAI's API to utilize the output of their models through the 'distillation' technique. These behaviors are judged to violate OpenAI's terms of service and conditions, so the accounts are blocked. 'Distillation' is a technique that improves performance by learning the output of smaller models of larger models, and OpenAI's terms of service prohibits copying its services or using them to build competitive models. In response to this situation, OpenAI cooperates with the U.S. government to strengthen measures to protect its AI technology.