🚀 Markets fall after a record surge

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Apple's New Smart Display Confirms What This Startup Knew All Along

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Market Overview
Read time 1.4 minutes

Year To Date Performances:

1. Markets tumbled Thursday, erasing much of the previous day’s historic rally after President Trump clarified that while most countries received a 90-day tariff reprieve, Chinese goods would still face a punishing 145% cumulative duty. The S&P 500 dropped 3.5%, the Nasdaq slid 4.4%, and the Dow sank over 1,000 points, led by steep losses in tech giants like Apple, Tesla, and Nvidia. The initial euphoria over a temporary pause in tariffs was short-lived as investors realized that Trump’s hardline stance on China — including new 125% tariffs layered atop a 20% fentanyl-related duty — could significantly strain global trade. With uncertainty swirling and the tariff landscape shifting daily, analysts warned that market volatility is far from over.

2. Amazon CEO Andy Jassy said Thursday that while it’s still early to assess the full impact of Trump’s sweeping new tariffs, Amazon’s third-party sellers — who now represent 60% of sales on the site — are likely to pass increased costs on to consumers. With many of those sellers sourcing from China, and some already seeing canceled orders due to tariff changes, Amazon has been stockpiling inventory and renegotiating vendor terms to try to cushion the blow. Some consumer stockpiling is already visible, though Jassy says it’s unclear how widespread or lasting that behavior will be. Despite tariff headwinds, Amazon isn’t slowing down on AI infrastructure, with AWS continuing its $100 billion buildout thanks to diversified supply chains.

3. A massive short squeeze erupted Wednesday as hedge funds scrambled to cover record-high short positions following a surprise pause on Trump’s tariffs, sending the S&P 500 up 9.5% — its third-biggest post-WWII gain — and triggering the busiest trading day in U.S. history with 30 billion shares exchanged. With shorts nearly double early-COVID levels, funds were forced to rapidly buy back borrowed stocks, especially in tech, amplifying the rally amid ultra-thin market liquidity. While some long-only funds joined in, traders say the short covering isn’t over yet — meaning another squeeze could be lurking if momentum turns bullish again.

4. Headlines

   1. The US budget deficit increased in the first half of fiscal year 2025, rising to $1.3T.

   2. US inflation hit 2.4% in March.

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Onwards and Upwards,

Liam Gill