setting tariffs uh next week and the week after on steel and on chips and semiconductors. We have hundreds of factories all over the country and that includes auto factories, AI factories. If they don't open here, they have to make in some cases 200% 300%.I haven't even set some of the tariffs. ...

Russian President Vladimir Putin has landed in Alaska for high-stakes talks with President Donald Trump, who seeks to negotiate a ceasefire in Russia’s war with Ukraine. Trump greeted Putin on an Anchorage tarmac shortly after the Russian leader’s plane landed. Trump had arrived earlier. ...

Geopolitical Event - A summit between President Trump and President Putin took place in Alaska to discuss a potential cease-fire in Ukraine [1] Location - The meeting occurred on the tarmac of Joint Base Elmendorf-Richardson in Alaska [1]

Actually, of all the reporting out there, this is the president speaking on the record saying up to 300% tariffs on ships coming into America. I haven't even said the tariffs yet. This is the point.Policy keeps changing. As a strategist, how do you interpret it. Well, I mean, there's I think there's a few things that we have to look at first.We have to look at the breadth of the tariffs that we've seen and the way the market has reacted as tariffs have become part of the daily conversation. At first, you kn ...

Talk of a US government taking an equity stake in Intel sounds dramatic, no doubt. But for investors, it doesn't solve the company's core issue, which is catching up in advanced chip manufacturing. In July, Lip Bhutan told employees Intel's advanced manufacturing would only move forward with quote confirmed customer commitments and quote no more blank checks.It was a direct signal to Washington. Without outside orders, Intel wouldn't build. That message landed after 10 also met with President Trump just thi ...

What's so interesting, Islam research came out a week or so ago and look really buoyant about future growth and revenue. Very different for this CHIP equipment company. You are pointing out the debate that is waging and all the sell side reports in my inbox right now.Right. I mean, on the call last night, the narrative from the company was that China demand is worse in some of our largest customers that are holding off due to kind of just general economic uncertainty, tariffs and all that. But there's also ...

Questioning it, asking How does the US government help Intel fix its leading edge node when it's not a money issue. They have no customers and there is a good reason for that. Jordan Extrapolate on that.Yeah. I mean, Intel, in my opinion, has two main issues. One is on the technology side where their leading edge foundry business has struggled to execute at these more advanced nodes and they've lost a lot of potential business and share to TSM, who's executed flawlessly.And the second big issues, you know, ...

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So what's the new information we're reporting today. Right. A follow on from yesterday's scoop from Bloomberg that it looks like the funding that the White House is looking at using would come from Chips Act money.Of course, everybody might remember that from the law passed during the Biden administration. We've understood that some of that money has laid dormant and could be potentially used for this potential equity stake that the administration was looking at in Intel. Fascinating, because we understood ...

Geopolitical Event - The report indicates a meeting between President Trump and Putin is anticipated in Anchorage, Alaska [1] - The report mentions Air Force One landing, suggesting the arrival of the US President [1] - Ukrainian supporters are present at the location, expressing their concerns about Putin being allowed on US soil and the exclusion of President Zelensky [1][2] Sentiment - There is a desire for peace to be achieved during the meeting [2] - Strong support for President Zelensky is expressed, with some suggesting he deserves a Nobel Prize [2] - The presence of Putin on US soil is met with disapproval and distress [2]