Introduction:

In today’s episode, we explore three critical developments shaping markets and geopolitics. First, the 25-year US-Africa AGOA trade deal is set to expire, putting 66,000 jobs at risk and complicating US efforts to shift supply chains away from China. We examine the contradictions in this policy and its broader implications for US geopolitical influence and global trade stability. Next, Pfizer’s stock jumps over 4% following a landmark agreement with former President Trump to slash drug prices by 50-85% in exchange for a $70 billion US investment in reshoring pharmaceutical manufacturing. We analyze why this “Pfizer Precedent” is crucial now, potentially impacting the Federal Reserve’s inflation battle and the pharmaceutical sector at large. Finally, Nvidia’s market capitalization surpasses $4.5 trillion as it takes a $100 billion stake in OpenAI’s ambitious $500 billion “Stargate” AI project. We break down Nvidia’s strategic shift from supplier to equity owner, the systemic risks involved, and what this signals about the AI investment bubble.

Content and Timestamp:

00:00:34 African Workers Face Uncertainty as US Trade Deal Nears Expiration

00:04:48 Trump and Pfizer Strike Deal: Lower Drug Prices, Tariff Exemptions, and US Manufacturing Boost

00:09:12 Nvidia's Market Cap Soars Past $4.5 Trillion on AI Infrastructure Deals

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