SUPREME COURT TO ISSUE RULINGS ON TARIFFS FRIDAY

The U.S. Supreme Court has set Friday as an opinion day, potentially marking its first ruling on President Trump’s global tariffs. Justices return from a four-week break, with decisions released at 10:00 A.M. ET. A tariff
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$AMD - AMD CEO SAYS COMPUTE HAS TO INCREASE BY 100X OVER 4-5 YEARS
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TRUMP: WE HAVE THE HIGHEST STOCK MARKET IN THE HISTORY OF THE US
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TRUMP: HEALTH INSURANCE PREMIUMS ARE HORRIBLE
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AMD CEO: WE'RE IN THE EARLY INNINGS OF UNLOCKING AI
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AMD CEO: WE'RE WORKING WITH THE US GOVERNMENT TO FIND SOLUTIONS

AMD CEO: DEMAND FOR AI IN CHINA IS HIGH
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CUBA, VENEZUELA SAY 55 MILITARY PERSONNEL KILLED DURING US MADURO RAID
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$AAPL - APPLE IN TALKS TO USE STM LIDAR SENSORS – MORGAN STANLEY

Morgan Stanley notes Apple is discussing adopting STMicroelectronics’ LiDAR sensors for the iPhone 18, diversifying from Sony. Analyst Lee Simpson says this could boost STM’s market penetration and Apple relations.
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$NVDA - 'WE FEEL VERY SOLID' ABOUT SUPPLY CHAIN AS VERA RUBIN CHIPS GO INTO PRODUCTION - NVIDIA CFO AT INDUSTRY CONFERENCE
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TRUMP: ALSO MEETING WITH OIL COMPANIES
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DOW HITS INTRADAY RECORD HIGH, LAST UP 0.4%
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TRUMP: WE HAVE A LOT OF OIL TO DRILL. DRILLING WILL BRING OIL PRICES DOWN FURTHER
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🚨 TRUMP TO HOUSE REPUBLICANS: IF WE DON'T WIN MIDTERMS, I WILL GET IMPEACHED
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$NVDA - NVIDIA CFO: DEMAND INCREASED SINCE $500 BLN FORECAST
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*NICKEL SURGES MORE THAN 10% ON LME, BIGGEST GAIN SINCE 2022
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SOME REPUBLICANS PUSH BACK ON TRUMP’S GREENLAND PLANS

President Trump’s recent comments about taking control of Greenland drew criticism from Republicans and European leaders. Lawmakers warned that annexation would be dangerous, unnecessary, and impossible, noting Greenland is
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$NVDA - U.S. GOVERNMENT IS 'WORKING FEVERISHLY' ON LICENSES FOR NVIDIA TO SHIP H200 CHIPS TO CHINA - NVIDIA CFO AT INDUSTRY CONFERENCE
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$NVDA - 'WE'RE GOING TO WAIT AND SEE WHAT WILL HAPPEN' ON H200 LICENSES FOR CHINA SALES - NVIDIA CFO AT INDUSTRY CONFERENCE
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CHINA'S FOREIGN MINISTER WANG YI: CHINA SEEKS DISCUSSIONS WITH THE EU ON A FREE-TRADE AGREEMENT
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SPOT PLATINUM EXTENDS GAINS, LAST UP OVER 7% AT $2,435.20/OZ
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