WS #14003

15:52→16:22 UTC
From 500 msgs · 8 key-dev

US has refunded ~$100B of tariffs to importers, with Apple, Nike, FedEx, Amazon, GM receiving billions, providing earnings tailwind.

Tariff refunds boost earnings

US has refunded ~$100B of tariffs to importers, with Apple, Nike, FedEx, Amazon, GM receiving billions, providing earnings tailwind.

Full world state #14003 →

Middle East escalation and oil supply riskTech earnings and AI capex
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