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Public Markets 8-Hour Briefing

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AI & Technology Sector

Deere and Mc Donald's wsj.com have become investor favorites as markets bet on "HALO" companies with AI immunity. Consultancies ft.com are poised for their fastest growth in years amid the AI boom. In China, AI stocks investing.com are rallying as investors shrug off global disruption fears.

Trade Policy Shifts

President Trump bloomberg.com has imposed 15% tariffs on foreign imports, prompting Australia to threaten countermeasures. India bloomberg.com has postponed a U.S. trip to finalize trade pact following the tariff ruling. Japan's ruling party official slammed the U.S. tariffs bloomberg.com as "messy," while Xi Jinping bloomberg.com gains leverage ahead of the Trump summit after tariff reversals.

Market Movements

Nvidia investing.com is expected to outperform in the second half of 2026 according to analysts. Essilor Luxottica investing.com is seeing declining stock prices. Meanwhile, gold prices investing.com could reach