AI Innovation and Market Disruption

China has retaliated against President Trump’s tariffs with trade restrictions on American imports. CNBC’s Eunice Yoon is on the ground in Beijing, reporting on the CCP’s strategy. In DC, CNBC’s Megan Cassella explains the status of tariff negotiations between the U.S. and both Canada and Mexico. Amazon Prime Vice President Jamil Ghani weighs in on the tariffs’ impact on his own business. Amazon’s competitors Temu and Shein may feel the squeeze from President Trump’s executive order eliminating a de minimis provision. Amazon’s Chinese sellers may also get hit by these changes. Plus, tech investor and Tesla bull Cathie Wood shares her big ideas for 2025. The Ark Invest CIO and CEO explains why she’s long bitcoin, humanoid robots, and robotaxis. 

Cathie Wood - 17:30

Jamil Ghani - 34:23

In this episode:

Cathie Wood, @CathieDWood

Eunice Yoon, @onlyyoontv

Megan Cassella, @mmcassella
Steve Liesman, @steveliesman

Michael Santoli, @michaelsantoli

Becky Quick, @BeckyQuick

Cameron Costa, @CameronCostaNY