US stock market saw a slight increase after the Supreme Court invalidated Donald Trump's broad tariffs. The market had earlier shown volatility due to concerns over slowing economic growth and rising inflation. While the ruling was anticipated, analysts predict potential future tariff actions under different authorities. The economic impact of tariffs has been significant.
AI power boom (Virginia load +5.4%, Loudoun County data centers) drives capex surge but equity dilution 2.5%/yr pressures. Domino's: Market share gains (+1pt), franchisee profits $166K/store, carryout +6.5%, but intl decel 0.7% + margin compression from labor/insuranc
Dominion Q4 revenue $4.09B (+20% YoY) beat, EPS $0.68 missed $0.69—raised 5yr capex 30% to $65B for AI data centers (48GW pipeline), offshore wind 70% complete $11.5B budget. Domino's Q4 revenue $1.54B (+6.4%) beat, EPS $5.35 missed $5.38—US comps +3.7%, 32nd year intl growth, dividend +15%.
Vietnam's GDP is likely to catch up with Thailand's within two years unless the latter undertakes meaningful economic reforms, warn two academics. Read Full Article →
Ruling against Trump's tariffs creates new uncertainty in US trade relations with China Read Full Article →
