President Trump taking aim at the EU and Apple this morning on the tariffs front: Carl Quintanilla, Sara Eisen, and David Faber broke down what he said - and what it means for European stocks, yields, and Apple shares – as the company’s market cap tumbles below $3T. Plus: Apollo Chief Economist Torsten Slok joined the team at Post 9 with his take on where things go from here… In addition to his new call that we’re coming off an “AI Bubble” in tech valuations. 

 

Also in focus: Nuclear stocks popping higher on hopes around a new executive order – the details; who made the list – and who didn’t – when it comes to President Trump’s exclusive memecoin dinner overnight; and the CEO of Autodesk with his read on how software demand’s holding up. 

 

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