The US Supreme Court has shaken up the trade landscape, ruling most Trump-era import tariffs under the IEEPA illegal. Markets reacted immediately: US yields edged higher, the dollar slipped, and gold and silver rallied, bringing trade uncertainties back into focus.
Meanwhile, software stocks are showing the split impact of AI anxiety versus strong earnings. Cybersecurity names stumble, while cloud and other software companies posting better-than-expected results see notable rallies.
This week, all eyes are on tariffs, Trump, US yields, the dollar — and Nvidia plus major software earnings. Volatility will likely dominate, but so will opportunities!
Watch the full episode to find out more!
Intro1:15 US tariffs back on the table!
6:06 US data shows softer growth, stronger price pressures...
7:13 Software's AI dilemma: Good or Bad?
9:02 Nvidia Earnings Week!










