Trump's Primary Wins, Canada's Tariff Gamble, and Nvidia's Big Number

This episode of The Morning Rundown walks through a high-impact political and economic news day: Trump-aligned candidates posting big wins in South Carolina and Oklahoma runoffs, the deepening tariff standoff between the United States and Canada, and why Nvidia’s latest earnings have outsized influence on global markets. Maya and David break down how these developments intersect with U.S. political momentum, North American trade tensions, and investor expectations. Listeners will come away with a clearer sense of what the primary results actually signal, how to think about the tariff clash without getting lost in political spin, and why one chipmaker’s guidance can move everything from index funds to retirement accounts. Runoff results: How Trump-backed wins in South Carolina and Oklahoma fit into the broader 2026 primary landscape without overreading the headlines. Tariff standoff: What the latest U.S. and Canadian tariff moves look like in practice and why analysts still see room for a negotiated off-ramp. Power and posture: How Canada’s shift from deference to a more defiant stance shapes the politics of who is seen as “winning” the trade fight. Nvidia’s earnings test: Why the company’s revenue guidance is treated as a proxy for AI, chips, and the wider stock market. Oil and Hormuz: How a tentative framework around the Strait of Hormuz and changes in Brent crude prices connect back to inflation, energy costs, and everyday gas prices. Listen in for a tight, three-part rundown designed to keep you informed on the political, trade, and market forces driving this Wednesday’s news cycle.