Morning Brief: President Tump Announces 25% Tariffs on Imported Chips, Rare Earth Stocks Surge, TSMC to Report Earnings Today (1/15/26)

President Trump announced 25% tariffs on imported chips not used for U.S. AI, targeting re-exports and aiming for billions in revenue.The Supreme Court deferred rulings on Trump-era tariffs. An executive order aims to secure the national rare earth supply.Reports suggest de-escalation in Iran, causing oil price drops. The Fed's Beige Book indicated moderate economic expansion with persistent inflation.Rising risk aversion drove Treasury yields lower, with the 30-year hitting a year-to-date low.OpenAI secured a $10 billion computing deal with Cerebras.U.S. stocks retreated as capital moved to defensive sectors, though the small-cap Russell 2000 outperformed.▶️ Download our app here:📌 Play Store: ⁠https://play.google.com/store/apps/details?id=com.tradingkey.mobile&hl=en⁠📌 App Store: ⁠https://apps.apple.com/us/app/tradingkey-stock-analysis/id6744304666📢 DISCLAIMERTradingKey provides general information on certain investment products. This information is not intended to constitute financial advice or a recommendation for any specific investment product.