Amit Kukreja

PCE DATA, TRUMP BRINGS BACK THE TARIFFS, JENSEN THINKS AI REVENUES AREN'T STOPPING | MARKET OPEN

Name: PCE DATA, TRUMP BRINGS BACK THE TARIFFS, JENSEN THINKS AI REVENUES AREN'T STOPPING | MARKET OPEN
Uploaded: 2025-09-26T15:36:03Z
Description: twitter: https://x.com/amitisinvesting 00:00 - PCE 12:20 - Tariffs 15:00 - TikTok 19:53 - Chips 24:00 - Nvidia 44:00 - Market Open 1:37:00 - Consumer sentiment and tariffs 2:05:00 - Gov Shutdown

9/26/2025, 3:36:03 PM

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Economic Summary

Core PCE 0.2% monthly, 2.9% yearly in line with forecasts
GDP growth revised to 3.8%
Initial jobless claims lower than expected
Personal spending up 0.6%, best since March
Consumer sentiment index 55.1, slightly below forecast
Institutional and retail investors taking profits

Bullish

PCE inflation data in line with expectations
GDP growth revised to 3.8%
Personal spending best since March
Potential AI-driven revenue growth to $1 trillion by 2030
Tariff plan could benefit Intel manufacturing
Google partnering with Meta on ad targeting
Ford benefits from truck tariffs
Interest rate cuts expected to continue

Bearish

Tariff policies could impact certain semiconductor imports
EU Tesla registrations down 37% year over year
Consumer sentiment weaker since May
Crypto market cap dropped below $4 trillion
Institutional and retail taking $4 billion in profits

Bullish tickers

INTCGOOGLMETATSLAFORDSOFIAMZN

Bearish tickers

TSLAETHBTCGRABIRAN

People mentioned

Donald TrumpJerome PowellTom LeeJensen HuangElon MuskDan IvesMark ZuckerbergKen GriffinChamath PalihapitiyaBill Ackman