U.S. President Donald Trump and Apple CEO Tim Cook shake hands on the day they present Apple's announcement of a $100 billion investment in U.S. manufacturing, in the Oval Office at the White House in Washington, D.C., U.S., August 6, 2025.Apple shares rose 13% this week, its largest weekly gain in more than five years, after CEO Tim Cook appeared with President Donald Trump in the White House on Wednesday.Shares of the iPhone maker rose 4% to close at $229.35 per share on Friday for the company's largest w ...

To gain an edge, this is what you need to know today.Gold TariffsPlease click here for an enlarged chart of gold futures (GC_F)Note the following:The chart shows aggressive buying in gold.Aggressive buying in gold has been triggered by several factors:Concern about tariffs on one kilo gold bars.  Expectations have been for no tariffs on gold.Switzerland is a major gold refining hub.  The President of Switzerland returned from visiting the U.S. without a change in the 39% tariffs.  It is not clear how tariff ...

Cloud-based stock Trade Desk Inc (NASDAQ:TTD) is taking a nose dive today, last seen down 39.2% to trade at $53.68, after the company posted a second-quarter earnings miss and slower revenue growth, though revenue exceeded expectations. The firm also announced that Alex Kayyal is replacing Laura Schenkein as the CFO, while CEO Jeff Green warned of the potential impacts of tariffs.In response, BofA Global Research double downgraded Trade Desk stock to "underperform" from "buy." Wedbush and Citigroup both dow ...

American Axle & Manufacturing (AXL) Q2 2025 Earnings Call August 08, 2025 10:00 AM ET Speaker0Good morning. My name is Betsy, and I will be your conference facilitator today. At this time, I would like to welcome everyone to the American Axle and Manufacturing Second Quarter twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer period.As a reminder, today's call is being recorded. I wo ...

Solar (SOLAR B) Update / Briefing August 08, 2025 07:00 AM ET Speaker0Good day, and thank you for standing by. Welcome to the Solar AS Guidance Announcement Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please be advised that today's conference is being recorded.I would now like to hand the conference over to your speaker today, Jens Anderson, CEO. Please go ahead.Speaker1Thank you. A warm welcome to ...

7 August 2025 | 10:20AM BST Europe Technology: Semiconductors: First thoughts on potential implications of US tariffs on our coverage US President Trump in an Oval Office briefing held yesterday (August 6) announced a 100% tariff on semiconductors imported to the US. That said, we note that the US administration has offered an exemption from these tariffs to companies who have invested in the US, or have pledged to invest in US manufacturing facilities. As such, we highlight that the briefing provided no in ...

August 7, 2025 08:47 PM GMT US Inflation Monitor | North America CPI Preview: Tariffs continue to lift inflation Core CPI at 0.32% m/m (3.04% y/y), showing more signs of a tariff push. Core goods inflation rises as car prices inch up. Services inflation moves sideways, with weaker healthcare but higher airfares, hotels and car insurance prints. Headline at 0.25% m/m, 2.76% y/y, NSA Index: 323.218. Exhibit 1: Core CPI inflation and contributions 0.28 0.31 0.27 0.29 0.21 0.45 0.23 0.06 0.24 0.13 0.23 0.32 -0. ...

US Rates Luis Oganes AC (44-20) 7742-1420 luis.oganes@jpmorgan.com J.P. Morgan Securities plc See the end pages of this presentation for analyst certification and important disclosures. Global Macro Research August 4th, 2025 Global Macro Outlook and Strategy {[{xTcfaSlj-ZSQMv-ljRpIM6lugQv_pp1nlvYdrybTZAsKyAHAdSsVxQ}]} Global Rates, Commodities, Currencies and Emerging Markets Overall summary Hold 5s20s steepeners as low-beta way to position for lower front-end yields. We anticipate Treasury will begin a mul ...

Heritage Global (HGBL) Q2 2025 Earnings Call August 07, 2025 05:00 PM ET Speaker0Good day, everyone, and welcome to today's Heritage Global Inc. Second Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. Later, you will have the opportunity to ask questions during the question and answer session. Please note this call will be recorded and I will be standing by should you need any assistance.It is now my pleasure to turn the conference over to John Nesbitt with ...

Funko (FNKO) Q2 2025 Earnings Call August 07, 2025 04:30 PM ET Speaker0Good afternoon, and welcome to Funko's twenty twenty five Second Quarter Financial Results Conference Call. At this time, all participants are in a listen only mode. Later, we will conduct a question and answer session and instructions will follow at that time. Please be advised that reproduction of this call in whole or in part is not permitted without written authorization from the company. As a reminder, this call is being recorded.I ...