ADVISOR TO IRAN’S KHAMENEI SAYS CONTINUED THREATS AGAINST TEHRAN COULD LEAD TO EXPULSION OF IAEA INSPECTORS, TRANSFER OF ENRICHED MATERIAL TO UNDISCLOSED LOCATIONS- X
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$AAPL - *APPLE SHIPS 600 TONS OF IPHONES FROM INDIA TO BEAT TARIFFS:RTRS
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Tech giant Apple chartered cargo flights to ferry 600 tons of iPhones, or as many as 1.5 million, to the United States from India, after it stepped up production there in an effort to beat President Donald Trump's tariffs, sources told Reuters.
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🚨 EU CONSIDERS PAUSING ITS COUNTERMEASURES DUE ON APRIL 15 AGAINST U.S. TARIFFS FOR 90 DAYS - EU DIPLOMATS
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$INTC - INTEL CEO INVESTED IN HUNDREDS OF CHINESE COMPANIES OVER DECADES, CHINESE AND U.S. COMPANY FILINGS SHOW

INTEL CEO INVESTED IN COMPANIES WITH CONNECTIONS TO CHINESE MILITARY, CHINESE COMPANY FILINGS SHOW
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*EU WEIGHS PAUSING METALS COUNTER TARIFFS AGAINST US FOR 90 DAYS
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CHINA WILL MODERATELY LOWER NUMBER OF US FILMS IMPORTED TO CHINA - CCTV
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CITIGROUP UPGRADES US AND EUROPEAN EQUITIES TO OVERWEIGHT
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🚨 EU AGREES ON 90 DAY PAUSE IN COUNTERMEASURES DUE ON APRIL 15 AGAINST U.S. TARIFFS - VON DER LEYEN
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VON DER LEYEN: IF NEGOTIATIONS ARE NOT SATISFACTORY OUR COUNTERMEASURES WILL KICK IN
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EU COMMISSION SPOKESPERSON: EU IS SAYING TO US: WE ARE READY TO MAKE DEALS, LET'S TALK
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SECTOR NEWS

CONSUMER
🔸 $STZ: Q4 EPS $2.63 (est. $2.29); sales +1.2% to $2.16B (est. $2.13B). Beer sales in line, wine/spirits beat. Selling mainstream wine brands to The Wine Group. FY28 EPS growth seen low to mid-single digits. New $4B buyback plan.
🔸 $GM: Downgraded to Neutral from Buy at UBS; target cut to $51 from $64 due to tariff impact.
🔸 $KMX: Q4 EPS $0.58 (est. $0.65); retail used sales +6.2%, comps +5.1%, wholesale units +3.1%. Revenue $6.0B (est. $5.963B).
🔸 $PSMT: Q2 EPS $1.45 (est. $1.40); sales $1.335B (est. $1.359B); comps +6.7%.
🔸 $BKE: March comps +3.7%, net sales +4.5% to $109.1M.

ENERGY, INDUSTRIALS & MATERIALS
🔸 $X: Shares fell after Trump opposed Nippon Steel’s takeover.
🔸 $VALE: Upgraded to Buy at Bank of America.

FINANCIALS
🔸 $AB: AUM fell to $784B in March from $805B in Feb.
🔸 $CBOE: Downgraded to Neutral at Bank of America.
🔸 $LAZ: March AUM $227.4B; net outflows $3.1B, market loss $5.4B.
🔸 $VCTR: Total client assets $171.4B as of March.

HEALTHCARE
🔸 $IDYA: Started Phase 1/2 expansion trial combining IDE397 with Gilead’s Trodelvy.
🔸 $KROS: Shares rise after adopting poison pill; exploring strategic options, including sale.

TECHNOLOGY, MEDIA & TELECOM
🔸 $AMZN: 2024 revenue +11% to $638B; AWS +19% to $108B; operating income +86% to $68.6B.
🔸 $ASYS: Cuts Q2 revenue forecast to $15M–$16M (from $21M–$23M) due to customer dispute.
🔸 $TSM: Q1 sales +42% to $25.6B, in line with guidance despite earthquake impact.
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🚨 HASSETT: HASSETT: CLOSE TO 20 COUNTRIES MAKING OFFERS
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🚨 HASSETT: THERE ARE DEALS CLOSE TO FINISH LINE
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🚨 HASSETT ON TRUMP TARIFF PAUSE: EVERYTHING MOVED IN ORDERLY FASHION
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🚨 HASSETT: BOND MARKET MAY HAVE CONTRIBUTED TO TARIFF DECISION BUT DID NOT CAUSE A PANIC MOVE -CNBC
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HASSETT: DEAL SCHEDULE IS VERY DOABLE -CNBC INTERVIEW
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🚨 WHITE HOUSE ECONOMIC ADVISER HASSETT: CONVERSATIONS ON CHINA HAVE NOT BEGUN YET -CNBC INTERVIEW
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🚨 HASSETT, ASKED IF TARIFFS ARE PERMANENT SITUATION: EVERYONE EXPECTS 10% TARIFFS TO BE THE BASELINE -CNBC INTERVIEW
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HASSETT: `EXTRAORDINARY' DEAL NEEDED TO GO BELOW 10% TARIFF
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