President Trump uh posting on social media just a short time ago that he had spoken to Prime Minister Modi of India. He says they came up with a number of agreements in that conversation. The first one is that the president says that India will stop buying Russian oil.That's according to the president's social media post just a short time ago. He's also saying here in this lengthy social media post that he's cut a trade deal with India in which he will bring tariffs down on India from 25 to 18% and the Indi ...

Treasury Secretary Scott Bessent suggested that Prime Minister Mark Carney did an “about-face” by striking a deal with China to lower some trade barriers.. https://t.co/RLKUCmcBYJ ...

As trade barriers go up around the world, determination to keep China out of the Trans-Pacific Partnership may waver. By the end of 2026, China could be on the way to getting in https://t.co/x4AyS8sWFB ...

Core Insights - Nvidia's stock has surged 1,390% over the last three years, with a $10,000 investment in October 2022 now worth $148,800 [2] - Despite Nvidia's current dominance in the GPU market with over 90% market share, competition from companies like Advanced Micro Devices (AMD) and various tech giants developing in-house chips may pressure Nvidia's revenue in the coming years [3][4] Nvidia's Competitive Landscape - AMD has signed a deal with OpenAI to supply GPUs, indicating increased competition in the GPU market [3] - Major companies such as Alphabet, Amazon, Microsoft, Meta Platforms, and Tesla are also developing their own chips, which could further erode Nvidia's market share [3] TSMC's Position and Growth - Taiwan Semiconductor Manufacturing Company (TSMC) is a key player in semiconductor fabrication, producing chips for Nvidia and its competitors [5][6] - TSMC holds approximately 70% of the semiconductor fabrication market and is essential for companies looking to manufacture advanced chips [6] TSMC's Financial Performance - TSMC's revenue is experiencing significant growth, with a year-over-year increase of 36% [10] - Monthly net revenue consistently exceeds $10 billion, with projections for Q4 revenue between $32.2 billion and $33.4 billion [11][12] Future Outlook for TSMC - TSMC is investing $165 billion to expand its fabrication capacity in the U.S., which is crucial for U.S. companies seeking to mitigate tariff impacts [8][9] - The company plans to mass-produce 2 nm chips, further solidifying its position in the semiconductor market [5] Conclusion - TSMC is positioned to outperform Nvidia over the next three years, as it fabricates chips for both Nvidia and its competitors, ensuring continued demand regardless of market share shifts [4][14]

US President Donald Trump and Chinese President Xi Jinping agreed to extend a tariff truce, roll back export controls and reduce other trade barriers in a landmark summit.@EngleTV outlines the key outcomes from the meeting https://t.co/1pHGdPU2RT https://t.co/H1bBC4mkgP ...

US President Donald Trump and Chinese President Xi Jinping agreed to extend a tariff truce, roll back export controls and reduce other trade barriers in a landmark summit.@EngleTV outlines the key outcomes from the meeting https://t.co/QI4JVcQj9i https://t.co/WkXkniSaul ...

India and EU negotiators will meet next week to iron out sensitive issues, including trade barriers on steel and automobiles, as both sides race to finalize a trade deal https://t.co/ctPGLqtWja ...

Trade Policy & International Relations - The ad from Ontario, Canada quoted former President Ronald Reagan on the perils of protectionism and tariffs [1] - The Reagan Foundation stated the ad misrepresented Reagan's comments, but a closer look suggests otherwise [2] - Reagan's administration generally favored free trade, participating in discussions that led to the World Trade Organization [5] - Trump criticized the ad and threatened to cut off trade discussions with Canada [6] - Ontario Premier Doug Ford paused the ad campaign to facilitate trade talks with the US [6] - The US and Canada are discussing reducing US tariffs on Canadian steel and aluminum [7] - A review of the US Mexico Canada free trade agreement is scheduled for next year, injecting tension into negotiations [7] Tariffs & Trade Barriers - Tariffs can offer short-term protection but hurt American workers and consumers in the long run [3] - The US once imposed a 100% tariff on Japanese semiconductors due to concerns about dumping [4] - Reagan generally opposed tariffs, viewing them as a bad policy decision [4]

Core Viewpoint - Stellantis is delaying the unveiling of its new strategic plan to the second quarter of 2026 to address uncertainties in key markets, particularly due to rising trade barriers in the U.S. and evolving regulations in the EU [1][2]. Group 1: Strategic Plan Delay - The new strategic plan's unveiling has been postponed from Q1 2026 to H1 2026 to better address critical exogenous factors such as U.S. tariffs and engagement with European policymakers [2]. - CEO Antonio Filosa, who took over in June, faces significant challenges, including a projected €1.5 billion ($1.73 billion) impact from U.S. tariffs in 2025 [3]. Group 2: Market Conditions and Management Changes - In 2022, over 40% of the 1.2 million vehicles sold by Stellantis in the U.S. were imports, primarily from Mexico and Canada, which are subject to a 25% tariff [3]. - Filosa has recently reshuffled the management team, promoting close associates to key positions, indicating a strategic pivot within the company [3][6]. Group 3: Financial Performance and Market Reaction - Stellantis shares fell by 7.3% following the announcement but rebounded by 2.9% the following Monday, reflecting market volatility and investor sentiment [5]. - Barclays analysts noted increasing investor interest in Stellantis, citing positive elements such as U.S. market share in September and order momentum, but also cautioned about the limited visibility on adjusted operating income and free cash flow [5][6].

Trade Barriers & Quality - Higher trade barriers lead to lower quality [1] - Quality declines when self-reliance and hubris replace genuine expertise [1]