Tariff wars

Trump signals new tariffs on chips, China raises US tariff to 125%, the world's hot new trade is "Sell America", tariff concession saved Apple from the brink, and freak sell-off of US bonds raises fear confidence in America is fading...

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Market Briefing
April 14, 2025

Good morning.

The Fast Five → Trump signals new tariffs on chips, China raises US tariff to 125%, the world's hot new trade is "Sell America", tariff concession saved Apple from the brink, and freak sell-off of US bonds raises fear confidence in America is fading…

📈 The one AI stock that could thrive under Trump’s tariffs — get the ticker »

Calendar: (all times ET) - Full Calendar

  • Today:
    none watched

  • Tomorrow:
    Import price index, 8:30A

Your 5-minute briefing for Monday, April 14:

BEFORE THE OPEN

As of market close 4/11/2025. Bitcoin as of 4/13/2025.

Pre-Market:

US Investor % Bullish Sentiment:
↑ 28.52% for Week of April 10 2025

Previous week: 21.76%. Updates every Friday.

Market Wrap:

  • Futures: S&P +0.6%, Nasdaq +0.9%, Dow +139 pts (+0.3%).

  • Trump exempts phones, chips—for now; tariff fog lingers.

  • Magnificent Seven Index -5% since tariffs; Apple down $640B.

  • VIX topped 50 last week; rally fueled by reprieve + bank earnings.

EARNINGS

Here’s what we’re watching today:

This Stock Could Thrive Under Tariffs

If you think the first round of tariffs hit hard, just wait.

This administration has made it crystal clear - they're not backing down.

And if another round lands, it's going to shake this market even harder.

But one stock is built differently.

It's not tied to Chinese chips.

It's based in the United States.

And it could be the biggest winner from Elon Musk's secretive "Final Move."

It's the kind of stock that doesn't just survive tariffs - it thrives under them.

- from Behind The Markets -

HEADLINES

On Friday, the administration carved out an exception for a variety of electronics from the steep taxes now applied to Chinese imports.

Trump's whiplash tariffs may have inadvertently achieved his goal of reordering the global economy by inspiring investors to sell US assets and move their money elsewhere.

  • Stocks, futures rise as Trump pauses tech tariffs (more)

  • Wall St futures make cautious gains as tariffs change (more)

  • China raises US tariff to 125%, won't go higher (more)

  • Chips from China will face national security probe; further tariffs expected (more)

    • Trump warns tariffs are coming for electronics after reprieve (more)

  • Freak sell-off of ‘safe haven’ US bonds raises fear confidence in America is fading (more)

  • Ray Dalio: 'I'm worried about something worse than a recession' (more)

  • Gold slips rrom record as tariff agenda stays in spotlight (more)

  • Oil prices flat as US-China trade war weighs on global growth outlook (more)

  • Mortgage rates surge over 7% as tariffs hit bond market (more)

  • Apple was on brink of crisis before tariff concession (more)

  • The biggest trial in Meta's history starts today (more)

  • Alphabet, Nvidia invest in OpenAI co-founder Sutskever's SSI (more)

  • Middle East investors maintain private equity allocations (more)

DEALFLOW

M+A | Investments

  • KKR nears deal to buy OSTTRA for about $3 billion

  • Olaris, Inc., a precision medicine company leveraging metabolomics and machine learning for the development of its myOLARIS™ diagnostics products, received an investment from Labcorp

  • Thoughtful Automation Inc., an AI-powered revenue cycle automation company, received a strategic investment from New Mountain Capital

VC

  • Imbria Pharmaceuticals, Inc., a clinical stage biotech company developing novel therapies for cardiometabolic diseases, closed $57.5M Series B financing

  • LiveKit, a voice AI platform powering real-time multimodal AI apps like ChatGPT Voice Mode, raised $45M in Series B at a $345M valuation

  • ConductorAI, a dual-use software company specializing in AI-enabled approvals, raised $15M in Series A funding

  • Alinea Invest, a fintech startup, raised $10.4M in Series A funding. The round was led by Play Ventures, with participation from GFR Fund, Y Combinator, Gaingels, FoundersX, F7, and Visible Ventures

  • NoScrubs, a tech company focused on the laundry service industry, raised $2M in pre-seed funding

CRYPTO

  • The Trump family is going all-in on crypto projects, from Bitcoin mining to stablecoins (more)

  • Binance seeks to curb US oversight during deal talks with Trump's crypto company (more)

BULLISH BITES

🚨 Wall Street isn’t ready for Trump’s next tariff (but you could be) *
🇺🇸 Here’s how much a ‘Made in the USA’ iPhone would cost.
✈️ When extreme day trips are your thing.
⌚️ Watches and Wonders: 45 new watches you missed.
🍽 Caviar has become the Costco rotisserie chicken of fine dining.

DAILY SHARES

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