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Tariffs and the AI Trade, Trump's China Tech Blacklist, Apple's Cook Praises DeepSeek 3/26/25

Squawk on the Street

CHAPTER

Market Strategies and Trade Dynamics

This chapter explores various market strategies and predictions for stock performance across different sectors, particularly industrials and financials. The discussion highlights the impact of ongoing tariffs and trade regulations on companies, with a focus on small-cap versus large tech firms and the implications for major players like NVIDIA and Apple. The participants analyze the complexities of international trade and how these challenges affect American businesses in a rapidly evolving market landscape.

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