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Big Tech's AI Spending Signals Green Light for Stock Market Fueled by Tech Trade

Big Tech's AI spending plans, totaling $325 billion, point to the future direction of the stock market, as their earnings growth has masked a downturn for the rest of the index. According to Arm Holdings CEO Rene Haas, any future concerns about AI will be reflected in spending cuts by tech leaders like Nadella, Pichai, and Zuckerberg.

Nvidia's Weak Start: Analyst Defends Stock, Bullish Ahead of Earnings

Nvidia's stock underperforms amid concerns over AI competition and chip delays. Analysts remain bullish ahead of earnings, citing the company's strong software ecosystem and market share in hyperscalers.

Stock Market Falters as Amazon Falls on AI Disappointment

US stock futures inch lower as Amazon's disappointing outlook weighs on tech sector amid ongoing AI concerns.

Diageo Takes Cautious Approach to Tariffs, Won't Rely Solely on Price Hikes

Diageo shifted its strategy to weather tariffs on Mexican and Canadian goods, focusing on mitigation measures and cautious price increases amid soft demand and changing consumer behavior.

GM, Toyota, and Hyundai-Kia Face Ford CEO's Tariff Concerns

Ford CEO Jim Farley slams Trump's tariffs, calls for fairness for all automakers in the industry.

Amazon Earnings: Cloud Concerns, AI Spending Could Alter Outlook

Amazon shares have gained 50% due to strength in cloud business and focus on costs. But disappointing results from Microsoft and Google suggest caution, and rising capital expenditures in AI could force Amazon to recalibrate profitability expectations. AWS results, due after market close, will be in focus, and analysts expect revenue growth of 19% this quarter. Despite rising capex, Wall Street remains bullish, with 94% of analysts recommending a buy.

Asian Stocks Advance as US Shares, Bonds Rebound

Asian equities rise following gains on Wall Street; Japanese yen strengthens. US futures are steady after a second day of gains for the S&P 500 and Nasdaq 100. Treasuries are stable after rallying overnight.

Fed Content to Wait on Policy Moves Until Trump Policy Impacts Clearer

Federal Reserve Vice Chair Philip Jefferson believes the central bank should maintain its current policy rate until the full impact of the Trump administration's policies is understood.

3PLs’ Role in Preparing for Tariffs

Tariffs imposed on goods from Mexico, Canada, and China have created uncertainty in the shipping industry. Shippers need to prepare for potential disruptions and seek alternative routing options. Brokers and 3PLs can assist customers in navigating the challenges by providing strategic guidance and exploring new solutions.

North American Aerospace Union Urges Pause on Canada Tariffs

US should halt tariffs on Canada like Mexico, union boss says, as manufacturers weigh impact on plane parts, jets