Group 1: Trump's Economic and Policy Stances - Former President Trump proposes tariff-funded dividends for Americans, potentially ranging from $1,000 to $2,000, aimed at returning tariff revenue to citizens [3][10] - Trump plans to cap international students and implement potential speech restrictions, indicating a shift in immigration and education policies [4] - The ongoing government shutdown is viewed by Trump as an opportunity to enact significant changes within federal agencies, potentially leading to permanent cuts of projects he deems unnecessary [5][10] Group 2: Tech Sector Challenges - Applied Materials Inc. (AMAT) anticipates a revenue decrease of $600 million in fiscal 2026 due to expanded U.S. export restrictions affecting shipments to China, with a projected impact of approximately $110 million on fourth-quarter revenue [6][10] - Oracle (ORCL) is investigating a series of hacks targeting its E-Business Suite applications, following an extortion campaign claiming data breaches, raising significant cybersecurity concerns for the company and its clients [7][10]