Trade tensions between Washington and Taipei flared anew after the U.S. Supreme Court struck down President Donald Trump’s emergency tariff authority, prompting him to double down on criticism of Taiwan’s semiconductor dominance and swiftly roll out new tariffs.
Taiwan is moving quickly to preserve recently negotiated trade benefits with the United States after the U.S. Supreme Court struck down President Donald Trump’s emergency tariff authority, injecting fresh uncertainty into U.S.–Taiwan trade relations.
U.S.–China AI tensions intensified after a senior Trump administration official said Washington believes Chinese startup DeepSeek used Nvidia Corp.'s (NASDAQ:NVDA) most advanced chips to train its upcoming model, raising fresh export control concerns.
Secretary of War Pete Hegseth has reportedly warned Anthropic that it could be removed from the Pentagon’s supply chain if the company does not commit by Friday to allowing its technology to be used in all lawful military applications.
Earnings Release
Keysight Technologies, Inc. (NYSE:KEYS) reported quarterly earnings of $2.17 per share, which beat the Street estimate of $2, and revenue came in at $1.6 billion, which beat the analyst consensus estimate of $1.54 billion.
Dillard's, Inc. (NYSE:DDS) reported fourth-quarter earnings per share of $13.05, beating the analyst consensus estimate of $10.61, and sales of $1.962 billion (down 2.7% year over year) missed the Street view of $2.029 billion.
Planet Fitness, Inc. (NYSE:PLNT) reported fourth-quarter adjusted earnings per share of 83 cents, beating the analyst consensus estimate of 79 cents and sales of $376.258 million (up 10.5% year over year) outpaced the Street view of $367.892 million.
Tempus AI, Inc. (NASDAQ:TEM) reported quarterly losses of four cents per share, in line with the consensus estimate and revenue came in at $367.21 million, which beat the Street estimate of $362.29 million.
Broadline Retail, Social Media & Smartphones
Amazon.com Inc. (NASDAQ:AMZN) announced a $12 billion investment in northwest Louisiana.
Alibaba Group Holding Ltd. (NYSE:BABA) launched its most advanced Coding Plan yet, expanding API access to four major open-source models, Qwen3.5, GLM-5, MiniMax M2.5, and Kimi K2.5, under a single subscription.
Reddit, Inc. (NYSE:RDDT) stock was trending on Tuesday after ...