Market View: Nvidia Defies Sanctions, Trump Tariffs Struck Down, and Seatrium’s $21B Orderbook Wobbles

Global markets are reacting to a legal thunderbolt: Trump’s ‘reciprocal tariffs’ have been struck down by a U.S. court. Investors are cheering, with futures surging and the “TACO Trade” catching headlines again. Nvidia stuns with $18.8B in earnings despite a $2.5B China hit, while Cadence and Synopsys tumble on export controls. Seatrium sees orders shrink but its stock rides high this month. Airbus faces a 3-year delay backlog, Abercrombie soars, and Saab pivots from cars to warships. Hosted by Michelle Martin with Ryan Huang — featuring Nvidia, Seatrium, Cadence, Synopsys, Abercrombie & Fitch, Airbus, Saab, mm2 Asia, ThaiBev, DBS, UOB, Jardine Cycle & Carriage, and Tesla.See omnystudio.com/listener for privacy information.