MondayApr 14, 2025 2:44 pm

TrillionDollarBreaks – Tesla Inc. (NASDAQ: TSLA) General Motors (NYSE: GM), and Rivian (NASDAQ: RIVN) Face Mounting Pressure From China’s Critical Mineral Curbs 

Tesla (NASDAQ: TSLA) General Motors Co. (NYSE: GM), and Rivian Automotive Inc. (NASDAQ: RIVN) are among the U.S. automakers most exposed to China’s tightening grip on critical mineral exports, particularly gallium and graphite—materials essential to EV batteries and power electronics. Industry analysts warn that while other sectors might adapt, EV makers remain acutely vulnerable given their dependence on Chinese refining and processing. China currently controls 90% of global gallium and 60% of natural graphite output, and new export licensing requirements are expected to disrupt supply chains and spike prices, threatening profit margins and production targets.  As of the latest trading…

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MondayApr 14, 2025 2:30 pm

TrillionDollarBreaks – Apple Inc. (NASDAQ: AAPL) and Dell (NYSE: DELL) Rally as U.S. Grants Tariff Exemptions on Key Tech Imports 

Apple (NASDAQ: AAPL), Dell Technologies Inc. (NYSE: DELL) and other major hardware manufacturers surged after the U.S. government reinstated tariff exemptions on hundreds of Chinese imports, including semiconductors, computer components, and critical manufacturing tools. The move eases cost pressures for electronics firms reliant on Chinese supply chains, particularly those producing servers, smartphones, and data infrastructure. Analysts say the decision offers near-term relief to tech hardware margins and could help stabilize pricing volatility tied to geopolitical risk.  Apple shares are currently trading at $176.25, up 2.9%, while Dell has risen to $120.86, gaining 3.4% on the day. Broader tech indices also…

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MondayApr 14, 2025 1:15 pm

TrillionDollarBreaks – Meta Platforms Inc. (NASDAQ: META) Faces FTC Antitrust Trial Over Social Media Dominance

Meta Platforms (NASDAQ: META) began its high-stakes antitrust battle with the Federal Trade Commission (FTC) as the trial opened in federal court Monday. The FTC accuses Meta of illegally maintaining a social media monopoly through acquisitions of Instagram and WhatsApp, which the agency argues were strategic moves to suppress competition. The outcome could reshape how tech giants operate and acquire competitors, with potential ripple effects across the digital advertising landscape. Meta contends the acquisitions were legal and enhanced consumer choice, setting up a closely watched legal showdown. Meta shares are trading at $488.47, down 0.6% as the trial’s implications weigh…

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TuesdayApr 08, 2025 3:54 pm

TrillionDollarBreaks – NVIDIA Corp. (NASDAQ: NVDA) Rallies as Semiconductor Stocks Rebound on Tariff Optimism 

NVIDIA (NASDAQ: NVDA) led a broad rebound in semiconductor and technology stocks Tuesday as investor sentiment improved on signs that the U.S. may ease certain tariffs amid trade negotiations with China. The potential policy shift lifted shares across the chipmaking sector, including Nvidia, which is seen as a bellwether for AI and high-performance computing demand. Market watchers pointed to renewed buying interest following last week's pullback, as optimism around global trade and AI adoption continues to buoy valuations.  Nvidia shares are currently trading at $898.66, up 4.9% in early afternoon trading, with renewed momentum helping the stock approach its recent…

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TuesdayApr 08, 2025 3:49 pm

TrillionDollarBreaks – Tesla Inc. (NASDAQ: TSLA) Slides as Tariff Pressures Mount and Leadership Concerns Grow 

Tesla (NASDAQ: TSLA) is facing renewed headwinds as its stock declines in response to escalating tariff impacts and growing concerns around CEO Elon Musk’s leadership. The U.S. electric vehicle maker is grappling with weakening demand in China and Europe, where trade tensions have introduced fresh tariffs that could hurt margins. Meanwhile, Musk’s increasingly controversial public behavior and distractions from Tesla operations are prompting some investors to question the company’s strategic focus. These compounding issues are dampening sentiment despite Tesla’s long-term EV and energy ambitions. Tesla shares are currently trading at $161.48, down more than 2% as pressure mounts on the…

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TuesdayApr 08, 2025 1:40 pm

TrillionDollarBreaks – Apple Inc. (NASDAQ: AAPL) Valuation Signals Buying Opportunity, BofA Says

Apple (NASDAQ: AAPL) may be poised for strong gains based on historical trends, according to analysts at Bank of America who note the stock is trading at its cheapest levels in over a year. The firm points to Apple’s current price-to-earnings ratio as a key signal, suggesting that previous dips to similar valuation levels have often preceded significant rallies. With investor focus shifting toward AI features in upcoming iPhones and potential services growth, Apple’s discounted valuation is drawing renewed interest from institutional buyers. Apple shares are currently trading at $167.12, up 0.8% as investors respond to the optimistic outlook and…

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TuesdayApr 08, 2025 1:30 pm

TrillionDollarBreaks – Alphabet Inc. (NASDAQ: GOOGL) (NASDAQ: GOOG) Shows Technical Strength With Breakout Past Key Resistance

Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) is displaying bullish momentum as it breaks out above a 153.78 buy point from a flat base, signaling renewed investor confidence in the tech giant. The move comes after a period of consolidation and is supported by healthy trading volume. Alphabet, the parent of Google, has also recently crossed its 50-day moving average, a key technical indicator watched by traders. With its artificial intelligence initiatives gaining traction and solid earnings growth, the stock appears well-positioned heading into the second quarter. Alphabet shares are currently trading around $157.89, up 0.4% on the day and maintaining a…

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TuesdayApr 08, 2025 1:20 pm

TrillionDollarBreaks – Meta Platforms Inc. (NASDAQ: META) Defends Integrity of LLaMA 4 Benchmark Scores Amid AI Scrutiny

Meta Platforms (NASDAQ: META) is pushing back against allegations that it artificially inflated benchmark scores for its upcoming LLaMA 4 large language model, following criticism from the AI research community. During a presentation at an AI conference in Paris, Meta’s VP of AI, Joelle Pineau, firmly denied any manipulation, emphasizing the company’s commitment to transparency and reproducibility. The controversy comes as Meta competes with OpenAI and Google in the race to dominate generative AI, and ahead of LLaMA 4’s expected open release this summer. Meta shares are currently trading at $509.02, up 1.3% on the day as investors appear unshaken…

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FridayApr 04, 2025 10:18 am

TrillionDollarBreaks – Tesla Inc. (NASDAQ: TSLA) Loses China Sales Crown to BYD as EV Competition Intensifies 

Tesla (NASDAQ: TSLA) has officially lost its position as the top-selling electric vehicle maker in China to rival BYD. In the first quarter of 2025, BYD sold 300,114 battery electric vehicles in China, outpacing Tesla's 294,218 units. This marks a shift in momentum for the Chinese automaker, which previously led globally in EV sales for Q4 2024 but now has firmly taken the domestic lead as well. The development underscores the growing pressure Tesla faces in the world’s largest EV market, where local competitors are rapidly scaling up production and offering more affordable models.  Tesla shares are trading lower, currently…

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FridayApr 04, 2025 9:40 am

TrillionDollarBreaks – Alphabet Inc. (NASDAQ: GOOGL) (NASDAQ: GOOG) Gains Momentum as Tariff Clarity Lifts Growth Stock Sentiment

Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) is seeing renewed investor interest following expectations that resolution around tariff policy could trigger a broader rally in growth stocks. Analysts point to the tech giant’s strong fundamentals and AI capabilities as key strengths that could help it lead a comeback among megacap growth names. After months of underperformance due to macro uncertainty and interest rate concerns, Alphabet is now being re-evaluated as a strategic holding amid shifting trade dynamics and improving investor sentiment. Alphabet shares are currently trading at $152.89, up $2.11 (1.40%) from the previous close as bullish momentum returns to the stock.…

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