Episode 80: Today, Ann explores President Trump’s decision allowing NVIDIA to ship H200 chips to China and why the 25% cut to U.S. coffers can’t constitutionally be called an export tax. Then we do a roundup of today’s earnings, looking at the tariff hit on AutoZone and Toll Brothers’ luxury position in a soft housing market. Finally, a look at stocks that moved the market including Campbell’s bland earnings, CVS’s positive up-beat investor day and the money Pfizer is willing to shell out for an oral GLP-1.
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00:00 Welcome to Brew Markets Daily
00:30 America’s New Chip Tax?
04:30 EARNINGS: $TOL $AZO
16:00 Market Close
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