CPI Preview: Bear, Storage, AI War

🇸🇬 US Market Morning Buzz | Feb 25 (Wed)
Tariffs live, AMD fires at Nvidia, shorts attack memory stocks, AI enterprise race heats up — and Nvidia reports tonight. Buckle up 👇

🌍Trump’s 10% Global Tariffs Now Live — 15% Still Pending

Donald Trump’s 10% global tariff officially took effect Tuesday. The proposed 15% tariff timeline remains undecided.

Market implications:

• Trade-sensitive sectors (industrials, semis, exporters) face margin uncertainty.
• Inflation expectations may reheat if import costs rise.
• Volatility likely around policy headlines.

And don’t forget — Trump delivers his State of the Union. Markets will parse every word for tariff, AI, and industrial policy clues.

Community question:
Is this negotiation strategy… or the start of a longer trade reset cycle?

💥 AMD Lands Massive Meta Deal — $100B, 5-Year AI Push

AMD surged nearly 9% after securing a reported $100B, 5-year chip agreement with Meta for 6GW of AI compute capacity.

This is huge because:

• It directly challenges Nvidia’s dominance.
• Signals hyperscalers are diversifying AI chip suppliers.
• Long-term contracts = revenue visibility boost.

With Nvidia reporting after market tonight, expectations are sky-high.

Is AMD finally becoming a real AI infrastructure co-leader?

⚠️ Citron Shorts SanDisk — “Supply Tightness Is a Mirage”

SanDisk fell up to 8% after short seller Citron claimed:

• Current supply tightness in memory is temporary.
• Cycle peak may be near.

Memory names have rallied hard on AI demand. But historically:

📈 Sharp upcycles
📉 Sharp reversals

Momentum traders — are you trimming… or doubling down?

🤖 Anthropic Expands Enterprise AI — Partners Rally

Anthropic upgraded its enterprise AI suite, expanding into:

• Investment banking workflows
• HR automation
• Financial analytics

Partners like FactSet and Thomson Reuters rallied — Thomson Reuters jumped over 10%.

This signals AI moving beyond infrastructure into:

👉 Workflow replacement
👉 High-margin professional services disruption

Are we witnessing the first wave of enterprise AI monetisation?

🗣 State of the Union Tonight

All eyes on Trump’s address.

Watch for:

• Tariff escalation clarity
• AI industrial strategy
• Semiconductor subsidies
• Fiscal direction

Policy risk = market volatility.

📧 Klaviyo + Google Strategic Partnership

Klaviyo rose over 5% after announcing a partnership with Google.

This reinforces:

• AI-driven marketing automation theme.
• Smaller SaaS players leveraging Big Tech ecosystems.

🍎 Apple Rumours — Touchscreen MacBook Pro Coming?

Reports suggest Apple may launch a touchscreen MacBook Pro this autumn.

Stock rose over 2%.

Hardware + AI integration narrative slowly building.

🇨🇳 Qwen 3.5 Launched

Alibaba’s Tongyi Qwen team unveiled Qwen 3.5 mid-sized model series.

AI competition is no longer US-only. The ecosystem war is global.

📊 Earnings Radar

📌 Pre-market: Circle Internet Financial (CRCL)
📌 After-hours: Nvidia

Tonight could define AI market direction for weeks.

🎁 COMMENT & EARN!

• Is AMD vs Nvidia becoming the new AI rivalry trade?
• Are tariffs a short-term scare or structural shift?
• Would you short memory here… or is Citron early?

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