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Good morning investors!

If this is your first time reading, welcome to The Investor’s Edge — a thriving community of over 23,000 subscribers striving to be better investors with an edge in the market.

Every Wednesday we publish “The Mid-Week Wrap-Up” — your ticket to being well informed and staying ahead in the investment game!

This report is designed to help investors of all skill levels break down important stories/topics within the stock market. And best of all, we cut through all of the BS and give you exactly what you need to know in easy to digest, bite sized pieces of content.

This article is designed to truly give you that EDGE in the day ahead!

Grab your afternoon pick me up and let’s dive in.

Market Talk

The major indexes are lower to start the week as tariff news and Powell’s comments weigh on the markets.

3 Stories Moving the Market

These are some of the biggest stories so far this week that are having an influence on market action.

The latest on tariffs: U.S.-China Trade Tensions Intensify

The U.S. escalated trade pressure this past weekend with a sudden reversal on electronics tariffs—initially exempting items like smartphones and laptops from new duties, only to reverse course within 48 hours and announce that no electronics would be spared. This adds to the existing 20% sanctions on Chinese tech imports.

At the same time, the White House banned exports of Nvidia’s H20 and AMD’s MI308 AI chips to China, citing national security concerns. Nvidia expects a $5.5 billion revenue hit, and AMD projects an $800 million impact.

Further intensifying the standoff, the administration launched two new Section 232 national security investigations—one targeting semiconductor imports and the other pharmaceuticals—signaling potential new tariffs on critical supply chain sectors heavily reliant on Asia.

China responded by halting deliveries of Boeing aircraft, dealing a blow to the U.S. aerospace sector, and signaling a pivot toward domestic aviation giant COMAC and Airbus.

Despite these moves, Beijing has allegedly expressed a conditional willingness to resume trade talks, emphasizing the need for respectful dialogue and consistency from Washington. China also wants broader discussions, including on Taiwan and sanctions relief.

Chip stocks fall as Nvidia, AMD warn of higher costs from China export controls

Semiconductor stocks took a hit Wednesday as the sector absorbed the full weight of the White House’s escalating trade war with China.

Nvidia dropped 8% after disclosing a $5.5 billion charge tied to new U.S. export restrictions on its China-focused H20 AI chips. AMD followed with news that it expects an $800 million revenue impact from similar limits on its MI308 processors. These disclosures mark the clearest signs yet that the administration’s aggressive stance is directly threatening chip sector growth.

In separate news, AMD announced it will manufacture chips at TSMC’s Arizona fab—a move meant to localize supply but one that comes at a steep cost as TSMC has raised U.S. fabrication pricing by 30%. 

Meanwhile, disappointing results from ASML and a 4% drop in the VanEck Semiconductor ETF underscored mounting demand uncertainty. 

The fallout rippled through the broader tech sector, dragging the Nasdaq down 2% as heavyweights like Meta, Alphabet, and Tesla also slid.

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Tariffs on Chinese parts for Cybercab, Semi disrupt Tesla's US production plans

Tesla has suspended shipments of Chinese components for its upcoming Cybercab and Semi electric trucks after U.S. tariffs on Chinese goods surged to 145%, disrupting its production timeline.

The company had planned to begin trial production of the Cybercab in Texas and the Semi in Nevada by October, with mass production in 2026. While Tesla was initially prepared to absorb a 34% tariff, the sudden spike made the shipping costs untenable.

This disruption threatens two of Tesla’s most anticipated growth drivers. For the past two years, the company had been shifting toward North American sourcing in anticipation of tariff risk, but the latest moves came faster and harsher than expected.

China’s retaliatory 125% tariff on U.S. goods has further strained Tesla’s global plans, prompting it to stop taking new orders for its Model S and Model X in China. The escalating trade war underscores the vulnerability of global supply chains and could significantly impact Tesla’s production and delivery goals heading into 2026.

In Other News

In this section we'll be curating a selection of news headlines we think you'll find interesting. If a topic catches your eye, click the provided links to read more about it.

• Powell indicates tariffs could pose a challenge for the Fed between controlling inflation and boosting growth

• Meta faces the FTC as blockbuster antitrust trial kicks off

• Critical chip firm ASML misses order expectations amid tariff uncertainty

• CBP says latest tariffs have generated $500 million, well below Trump’s estimate

• Bank of America tops analysts’ estimates on better-than-expected interest income, trading

• Billionaire Ray Dalio: ‘I’m worried about something worse than a recession’

• OpenAI is working on X-like social media network

• J&J beat on earnings, but tariffs still pressure pharma sector

• LVMH dethroned by Hermès as world’s most valuable luxury stock after sales miss

• Goldman Sachs tops estimates on boom in equities trading revenue

• Citigroup profit beats estimates, moves toward target as trading revenue jumps

• Pfizer scraps daily weight loss pill after liver injury in one patient

• Abbott backs profit forecast, to invest $500 million in US amid tariffs

• Prologis tops earnings and reaffirms guidance

The Second Half

Markets are closed on Friday so all news will be packed into tomorrow. We get several major earnings as well as a few key economic reports.

Earnings Reports

Earnings season is ramping up and we will be busy to end the week. Here are the names we will be watching to end the week:

• Thursday 4/17: Taiwan Semi, UnitedHealth, Netflix, and Charles Schwab

• Friday 4/18: --

Here is the calendar of earnings releases scheduled for the rest of the week:

Economic Reports

With the holiday on Friday, it’s a quiet end to the week for economic reports. We get initial jobless claims, building permits and housing starts.

Here is the full calendar of events scheduled for the remainder of the week:

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Thank you for reading this edition of the Mid-Week Wrap-Up.

Until next time investors!

Mark & Chris

The Investor’s Edge

Disclosure

This is not investing advice. It is very important that you do your own research and make investments based on your own personal circumstances, preferences, goals and risk tolerance.