Chip stocks fell because the trade war is heating up, not because the AI outlook is cooling down.
The JPMorgan chief says geopolitical fracturing is a greater risk than a downturn.
Global deflationary forces could instead drag prices as well as growth.
Chips and other tech products are moving from a trade war focus to national security.
Investment veteran Tony Bancroft's best idea for 2025.
S&P 500 companies are pulling back on forward guidance for the year.
The president announced a 90-day pause on tariffs but raised China's to 125%.
The S&P 500 is off to one of its worst starts to a year in history.
Wall Street is urging the White House to adopt caution.
US and global stocks tumbled overnight ahead of Monday's trading session.
Veteran investment strategist Tom Hulick's best idea for 2025.
Stakes are rising as Jerome Powell weighs rate cuts or delays.