AMD (US)

Recent developments on the AI front – including the Trump administration’s recently released AI policy blueprint and a letter made public today from Sens. Jim Banks (R-IN) and Elizabeth Warren (D-MA), urging an immediate pause in Nvidia (NVDA) AI chip exports to China, highlighting that while there will continue to be a great deal of sound coming out of DC, we’re…

We continue to expect that three of the most material non-defense-related items that some members of Congress hoped to include in the National Defense Authorization Act (NDAA) will not make the final cut. Those amendments are:  GAIN…

Congress returns to Washington this week, with little on the formal legislative agenda likely to move markets. Still, investors should keep an eye on the following developments:   A potential Trump administration farm aid announcement.   Progress…

Below our are thoughts on the following recent trade issue developments: The U.S. Supreme Court decision to hear the Trump administration’s appeal of a lower court ruling invalidating the president’s reciprocal and fentanyl tariffs under…

We provide our takeaways from a trade and tariff conference call we hosted last week considering tomorrow’s expiration of President Trump’s 90-day pause on reciprocal tariffs, though the effective rates have been pushed to August…