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Good morning investors! July CPI lands at 8:30 AM ET on Tuesday, and the dollar finished Monday up about 0.3% as traders set up for a print that could swing stocks and yields
Today we cover:
Nvidia, AMD, and deals
Update on tariffs
AMC and more earnings
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📊 Economy and News
It’s Official: Nvidia and AMD Will Pay the US
Nvidia CEO Jensen Huang struck a deal with the White House to pay 15% of China sales in exchange for selling lower-tech M20 chips there. AMD secured a similar agreement for its M1308 chips.
Though $AMD (▼0.28%) and $NVDA (▼0.35%) dipped on the news, analysts noted that 85% of revenue is better than none. Nvidia, facing an $8B quarterly hit from a full ban, now keeps $6.8B while paying $1.2B. Wells Fargo sees potential for a 20% stock boost from the deal.
Trump had pushed for 20%, but Huang negotiated down — echoing Apple’s recent tariff break after pledging U.S. investments.
Global hits:
Effective U.S. tariff rate seen settling near 15% by mid-2026, UBS says.
The hunt for the next Federal Reserve Chairman is fast underway with Treasury Secretary Scott Bessent leading the charge.’
Barclays sees U.K inflation rising to 3.7% in July on food, travel costs.
About tariffs: Gold will not be tariffed. Also, President Donald Trump has signed an executive order that will prevent high U.S. tariffs on Chinese goods from snapping back into effect for another 90 day.
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📈 Stocks
S&P 500 6,373.45 (-0.25%)
DJIA 43,975.09 (-0.45%)
NASDAQ 21,385.40 (-0.30%)
BRENT CRUDE 66.63 (-0.01%)
* Prices as of Aug 12th, 12:20 AM UTC
AMC Entertainment Posts Strong Q2 2025 Results, Narrows Losses
AMC Entertainment reported a Q2 2025 net loss of $4.7M, down from $32.8M in Q2 2024, with revenue up 35% to $1.4B, exceeding Wall Street’s $1.35B estimate.
Attendance rose 26%, with record per-patron revenue of $22.26, including $12.14 in admissions and $7.95 in food and beverage.
CEO Adam Aron cited a recovering box office and debt restructuring, pushing 2026 maturities to 2029, positioning AMC for growth into 2026.
Shocking: C3 AI stock tanked -30% after it announced preliminary financial results and a restructuring of its global sales and services organization. C3 AI said it expects to report revenue between $70.2 million and $70.4 million for its fiscal first quarter 2026. It reported $87.2 million in revenue during the same period a year earlier. Thomas Siebel, C3 AI’s CEO, said in a statement that sales results during the quarter were “completely unacceptable.”
In another news, Trump flip-flops on Intel CEO, calls him ‘success’ days after demanding resignation
Exciting: Paramount buys UFC rights in $7.7 billion, 7-year deal in first major move post-Skydance merger. Elsewhere, crypto exchange Bullish raises IPO size, seeks nearly $5 billion valuation.
Cannabis stocks rallied after President Donald Trump said he might reclassify marijuana as having a lower danger level.
Moreover, Elon Musk’s Tesla has applied to the British energy regulator for a license to supply electricity to households in the United Kingdom.
Lastly, Ford announces $5 billion US investment as part of its ‘next Model T moment’.
💵 Personal Finance
Cost of Raising a Child in 2025
Raising a child in 2025 is costly, with estimates ranging from $241,106 to $513,722 to age 17, excluding college, based on U.S. Department of Agriculture data adjusted for inflation.
The "Trump Accounts" initiative, providing $1,000 for newborns (accessible at 18), barely dents these expenses. Costs vary by income and region, with the Northeast being priciest.
Key expenses include:
housing (29%)
food (18%)
child care (16%)
transportation (15%).
Child care alone can consume 22% of household income, with weekly daycare costs averaging $343-$827.
Parents can save by leveraging free babysitting from family, choosing affordable housing, or buying secondhand. Teens working part-time can offset discretionary costs. Prospective parents should consult local families for realistic budgeting, as costs depend heavily on lifestyle choices.
💰 Be a Better Investor
"Beware of small expenses. A small leak will sink a great ship."
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👩🏽⚖️ Legal Stuff
Nothing in this newsletter is financial advice. Always do your own research and think for yourself.