Welcome to today’s edition of Trading Stocks Now — a sharp and timely roundup of today’s most market-moving stories, emerging trade setups, and overlooked AI and IPO opportunities.
Goldman Sachs: Deals Coming, But Timing Unclear
Goldman Sachs President John Waldron remains upbeat about the firm’s pipeline of investment banking activity, calling it “quite good.” However, tariff uncertainty is clouding the timing of deal execution. According to Waldron, clients are in a wait-and-see mode as they navigate unpredictable trade policy swings. This could lead to pent-up demand later in the year if conditions stabilize.
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Backed by Adobe and Fidelity Ventures, RAD Intel is driving measurable results for clients and growing pre-IPO interest.
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Trump’s Tariff Tally Crosses $34 Billion
A Reuters review found that President Trump’s tariff policies have led to more than $34 billion in corporate losses due to increased costs and lost revenue. Businesses continue to cite tariffs as a key factor delaying hiring and capex decisions. These figures are expected to rise as uncertainty continues.
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This public company is solving AI’s infrastructure challenge by building next-gen GPU access across North America.
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White House: Three Major Trade Deals Nearly Done
White House economist Kevin Hassett says three trade deals are essentially finalized and just await announcement. Though recent court rulings have cast doubt on some Trump trade measures, the administration remains confident in its negotiation leverage and continues to push forward.
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A new Trump executive order could trigger massive moves in the markets—and one investor says it’s your chance to act now.
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Musk Quits DC Role to Refocus on Tesla
Elon Musk has stepped away from his White House advisory role, citing the need to concentrate on Tesla’s business challenges. Analysts believe this signals a renewed focus on product innovation and profitability amid slipping deliveries and shareholder concerns.
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Trump’s latest executive move may give sweeping powers to restructure how Social Security and other agencies work.
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