Markets Today: 10% Tariffs Now Live, 150-Day Cliff | Meta–AMD $100B+ AI Deal | Nvidia Next скачать в хорошем качестве

Markets Today: 10% Tariffs Now Live, 150-Day Cliff | Meta–AMD $100B+ AI Deal | Nvidia Next

Markets Today: A 10% universal US tariff is now in force for 150 days under Section 122, resetting market focus after Trump’s State of the Union framed an economic “reset” while leaving a clear mid-year policy cliff risk. The lower starting rate versus the previously flagged 15% eases immediate margin pressure, but uncertainty around exemptions, bilateral carve-outs, and Congressional constraints keeps risk premia and FX volatility elevated for trade-sensitive sectors. In tech, a Meta-AMD megadeal exceeding $100B anchors the AI capex narrative and helps stabilize sentiment after the recent AI disruption scare. The next key catalyst is Nvidia earnings and guidance, which will determine whether AI infrastructure remains the market’s main support or becomes a source of renewed volatility. In this Daily Market Briefing, we cover today’s top 3 market stories and the key transmission mechanisms moving price action across FX, rates, equities, and commodities. 📰 Today’s Top 3 Stories 1) Tariffs reset: 10% for 150 days - policy cliff, exemptions, FX and earnings implications 2) Meta–AMD AI megadeal - capex durability, multi-vendor shift, semis leadership 3) Tariff framework watch - path to 15%, China summit signals, corporate guidance sensitivity 🔖 Chapters 00:00 Today’s key headlines 00:37 A short introduction 00:49 Disclaimer 01:02 Trump tariffs and SOTU reset (10% live, 150-day cliff) 03:04 Meta–AMD $100B+ AI capex deal (Nasdaq, semis, Nvidia setup) 05:18 Tariff policy path (exemptions, Congress, late-March US–China summit) 07:29 Global Market Snapshot 08:11 Forward Calendar ⚠️ Disclaimer: Educational content only. This is not financial advice. #Markets #Tariffs #AI #AMD #META #Nvidia #Nasdaq