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Evercore on impact from China tariffs on Apple: “Assuming the tariffs remain in effect and Apple does not secure an exemption, we estimate the impact will be in the range of 3-4% of EPS…History tells us it is likely that Trump and Xi reach an agreement to pause the tariffs, but

Great to be on Yahoo Finance with Josh Lipton and Julie Hyman discussing the Palantir robust growth story and its “print for the ages” with the AI Revolution front and center 🔥🏆🐂🍿📺

$GOOGL "is now effectively saying, 'We have to work on weapons systems and surveillance,'" Lux Capital co-founder Josh Wolfe says. "That's great for America."

Met a lot of fast talkers but delian might take the gold

hey maaaa im on tv

My hot take on the new $INTC CEO Lip-Bu Tan with Josh Lipton. With transcript. Intel names tech veteran Lip-Bu Tan as new CEO finance.yahoo.com/video/intel-na…

Lowering S&P 500 targets at Yardeni Research: "...in response to the now heightened risk of stagflation, we are lowering our S&P 500 valuation expectations and year-end price targets"; lowers best-case S&P 500 targets for the end of this year from 7000 to 6400 and for the end of next

Torsten Slock at Apollo Global Management, Inc. "consumer sentiment is deteriorating at an alarming rate"

Evercore ISI new note on Apple:  “AAPL can sustain if not expand their current valuation given not just a strong FCF generation BUT also their commitment to returning 100% to shareholders. Maintain OP rating but raising our target to $275 (prior $260) with our BULL Case at

Please enjoy this 8-minute conversation on $INTC, Chips Act and tariffs. Was great to see Josh Lipton and Baron’s Al Root.

“In the short-term, there are some reasons to suspect that the S&P is going to be nearing a low, and that could be happening within the next week,” Fundstrat Global Advisors managing director Mark Newton CMT says.

CFRA on revised Donald J. Trump tariffs: says Apple is "clearly the biggest winner across the Technology space, avoiding a worst case scenario…We view the temporary exemption (still liable to pay 20% tied to the fentanyl trade) as going a long way toward providing better

“We’re going to have clarity on tax, we’re going to have clarity on deregulation, and I think over the next 90 days it won’t be finished, but we will have much more clarity on tariff policy,” US Secretary of the Treasury Scott Bessent says.

Pennlive: police warrant says arsonist targeted Pa. Gov. Shapiro for “what he wants to do to Palestinian people” pennlive.com/crime/2025/04/…

Checked in w/ Mark Newton CMT for his take on gold, says still attractive technically here despite being overbought: finance.yahoo.com/video/gold-kno…

Enjoyed chatting about $NVDA, $AMD, KSA deals, China embargoes and AMD buybacks. The Nvidia and AMD KSA deals are very different. I even float the idea that KSA could take AI share from the EU given its slow rolling, anti-AI policy. Thanks Josh Lipton and

“To get any bipartisan legislation done right now in this moment of complete divisiveness in the country is a testament to both the senators on the right and left,” Galaxy CEO Mike Novogratz says.