AMD (US)


December 1, 2025

Capitol Policy Weekly: Farm Aid, the GAIN AI Act, U.S.-Canada Trade, Russia-Ukraine and a Tennessee Special Election

By Joe Lieber

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…

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September 10, 2025

Trade Potpourri: IEEPA, GOOG and the EU, China and India and the GAIN AI Act (NVDA, AMD)

By Joe Lieber

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…

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July 8, 2025

Trade and Tariff Conference Call Takeaway

By Joe Lieber

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…

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