What the executive chiefs really think about the export of China in NVIDIA and AMD: “Wonderful, a tariff we cannot pay.”

Korea Dobrova, the global CEO of the Communications Giant, Person, described the deal as “another new approach to be implemented by the Trump administration as they continue to rewrite commercial standards and practices.”

A veteran leader in the field of manufacturing described the deal as evidence of Trump’s commitment to American manufacturing, adding that the cost was likely worth it. The US -based CEO named it “Brilliant, a tariff that we cannot pay.”

But some questions also raised:

What does this mean for national security? These restrictions are designed to address national security concerns, not increased revenue. Governments usually earn money only when punishing those who break the rules. Can financial incentives set suspended security priorities? The allies are historically able to buy military equipment and sensitive technologies that others do not do. Can this lead to confidence?

How will this affect commercial deals? Many CEOs believe that the definitions here are to remain, as trade partners in America create their castles and walled blocks.

Where will the money go? Export and definition fees mean higher costs American consumers Companies, the height of the government’s revenue. The tariffs alone are expected to bring 50 billion dollars per month. NVIDIA/AMD deals can add another $ 4 billion to the locker cabinets next year. Will this be used to pay debts, help consumers, or spend them in another way?

Communication CEO daily via Diane Brady in [email protected]

Best news

The commercial deal between the United States of China prompted 90 days

Both countries The definitions will stop On each other in favor of a 10 % tax while negotiations continue. There are signs that President Trump and President Xi Jinping meet before signing the deal. the The previous deal Decreased definitions from the peak rate from 145 % to 30 %.

Trump asked at the last minute on Nafia Cash

Nvidia Jensen Huang CEO was working for several months behind the scenes to create a deal that allows his company to continue selling H20 chips to China. The deal included a $ 500 billion US investment promise and the idea that China will remain independent on the least powerful NVIDIA chips. Then President Trump asked for money, WSJ reports.

Intel CEO meets with Trump

Last week, the President called for the resignation of the CEO of Intel because of his history of Chinese investments. Yesterday, Trump Call With the executive “very interesting”. “His success and rise is an amazing story,” Trump said. The company said it will work with the White House to “restore this great American company.”

President Trump is preparing to meet Putin without Europe or Ukraine

Meeting It will hand over To Putin exactly what he wants – the visual that the main parties in the negotiations are Moscow and Washington, not Kiev or Brussels.

Reality verification: There is no sign of imminent peace in Ukraine

Russian battlefield Display maneuvers They are preparing more attacks inside Ukraine. During, Europe is based on warSatellite photos show that the defense facilities added 7 million square meters of new industrial development in 150 locations in 37 countries, according to FT reports.

Stifel analysts warn of stagnation

Stifel analyst analysts warning In a new research note, the slowdown in consumer spending and its vanishing on the stimulus that belongs to the Kofid era has left the American economy vulnerable to stagnation, with a prediction of selling 10 % or more in the S&P 500.

Moody’s Mark Zandi on customs tariff revenues

Senior economists in Moody Mark Zandy Secure The tariffs will be under intense political pressure to be cut in any stagnation, making them unreliable as a long -term financing source. Although President Donald Trump’s tariff generates revenues to the federal government at an annual rate of about 300 billion dollars, most of the customs tariff costs are transferred to consumers as higher prices, and actually behaves as a sales tax, Zande.

In other news: … Elon Musk Threaten apple To not give importance to his Grok applications in the application store … Federal judge Release The texts of the Great Persons Authority from the case against Gisslain MaxwellThe former partner imprisoned Jeffrey Epstein … Trump hiring EJ AntoniSenior Economists in the Heritage Corporation, to lead Work Statistics Office. Antoni is one of the authors of the Project 2025 and a long critic for BLS.

Markets

S & P 500 futures contracts It was flat this morning, premarkket, after closing the index by 0.25 % on Friday. Stoxx Europe 600 It was 0.26 in early trading. FTSE 100 in the United Kingdom It increased by 0.27 % in early trading. Japan Nikki 225 It was up to 2.15 %, hitting the highest new level ever. China CSI 300 It was 0.52 %. South Korea Cuban 0.53 % decreased. Elegant India 50 It was 0.17 %. Bitcoin She refused to 118.9 thousand dollars.

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