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Trump Threatens 50% Tariff on China Over Alleged Iran Arms Shipment, Escalating Trade and Geopolitical Tensions

President Trump on Sunday threatened to impose an immediate 50% tariff on Chinese goods if Beijing is proven to be supplying military weapons to Iran, following reports of a potential air defense system shipment. The warning compounds existing geopolitical stress and raises fresh concerns about U.S.-China trade relations ahead of a scheduled May summit, adding another layer of uncertainty to an already volatile global market environment.

Gold Trades Near $4,571 as Stagflation Fears and Iran War Escalation Drive Safe-Haven Surge; J.P. Morgan Targets $5,055 by Year-End

Gold is trading near $4,571 per ounce on Thursday, having rallied sharply from under $3,000 earlier in 2025, as the Iran war, a hawkish Federal Reserve, and rising stagflation fears combine to make bullion one of the most compelling safe-haven assets in the current environment. J.P. Morgan Global Research is targeting $5,055 per ounce by year-end 2026, while some models project a path toward $6,500 if the energy crisis deepens and real yields fall as growth deteriorates.

Alibaba Reports Q3 Fiscal 2026 Results: Revenue Misses Estimates but Cloud and AI Growth Accelerate Ahead of Key Catalyst Period

Alibaba reported its December quarter fiscal 2026 results Thursday before the U.S. market open, posting earnings per share of $6.96 — missing the $11.88 consensus estimate — alongside revenue that fell short of expectations. However, the company's Alibaba Cloud and AI services divisions showed continued acceleration, and investors are closely watching for guidance on the company's capital allocation plans and the domestic Chinese economic environment heading into the new fiscal year.

Amazon Launches 1-Hour and 3-Hour Delivery Across U.S. Cities in Direct Challenge to Walmart's Same-Day Dominance

Amazon announced Tuesday that it is rolling out 1-hour and 3-hour delivery services across hundreds and thousands of U.S. cities respectively — marking its most aggressive assault yet on Walmart's same-day shipping dominance. With more than 90,000 products eligible for sub-3-hour fulfillment, Prime members paying $9.99 for 1-hour and $4.99 for 3-hour delivery, and an 'Amazon Now' 30-minute test underway in select markets, the e-commerce giant is shifting the battleground of retail logistics to the realm of near-instant gratification.

Costco, Kroger, and Marvell Technology Headline Earnings Thursday as Consumer and Chip Spending Face Scrutiny

Investors will receive critical data points on consumer spending resilience and semiconductor demand Thursday as retail giants Costco and Kroger, along with AI chip supplier Marvell Technology, publish quarterly results against a backdrop of rising oil prices, a freshly enacted 15% global tariff, and persistent questions about whether household purchasing power is beginning to crack.

Apple Unveils iPhone 17e at $599 and M4 iPad Air, Kicking Off Its Most Ambitious Hardware Cycle in Years

Apple launched the iPhone 17e at $599 on Monday, doubling base storage to 256GB while adding MagSafe support, alongside a new M4-powered iPad Air — the opening salvo of what analysts say could be the company's most significant product refresh in recent memory. Pre-orders open March 4, with availability across more than 70 countries beginning March 11.

Walmart Fourth Quarter Earnings Tomorrow to Provide Critical Read on U.S. Consumer Resilience

Walmart will report fiscal fourth quarter 2026 results before market open Thursday, with analysts forecasting adjusted EPS of $0.73 and revenue between $188.6-$190.5 billion. The report represents a pivotal test for the $1 trillion retailer following a 43-day government shutdown and carries outsized importance as a barometer of American consumer health amid a K-shaped recovery that has seen Walmart capture 75% of market share gains from households earning over $100,000.