$AAPL Apple and $NVDA Nvidia will be exempt from tariffs thanks to their US investments! 🇺🇸💰 Donald Trump announced that he will impose new tariffs of up to 100% on chips and semiconductors to encourage domestic production. However, he stated that companies that have invested heavily in the US, such as Apple and Nvidia, will not be affected by these tariffs. This development coincides with decisions by tech giants to increase their investments in the US. Apple's announcement of an additional $100 billion investment is one of the most concrete examples of this decision. #Trump #Apple #Nvidia #Tariff #Economy

Oscar ($OSCR), like its competitors, has been negatively impacted by the rise in the US morbidity rate. Morbidity refers to the average health deterioration in the US population. While the exact cause is unknown, Americans are now less healthy. The impact is reflected in the "Medical loss ratio" line on the income statement. This means the company is now paying more premiums back to policyholders as claims. I thought morbidity could be a problem, but Oscar could manage it with artificial intelligence applications. It seems I was wrong, at least for now. I was predicting OSCR could better select and price patients with AI, but that's been a lie for now. 📈 Oscar Health 2025 Q2 Results Announced! 📉 Oscar Health announced its Q2 2025 financial results. While revenue and EPS fell short of expectations, the company maintained its year-end revenue guidance. Here are the details: 🔹 Revenue: 2.86 Billion (Expected 2.92 Billion) 🔴 🔹 Earnings per Share (EPS): -0.89 (Expected -0.84) 🔴 🔹 Memberships: 2.03 Million (+29% YoY increase) Annual revenue guidance remained unchanged at 12.0 Billion - 12.2 Billion. The company stated that it experienced a loss in the quarter due to increased risk adjustment costs in the insurance market. CEO Mark Bertolini: "We believe the individual market has long-term potential and that the future is in healthcare." #OscarHealth #OSCR #Finance #StockMarket #Technology #Healthcare #Investment #Economy

📉 German Factory Orders Drop Unexpectedly in June 🔹 June 2025: -1.0% (Expected: +1.0%) ❌ 🔹 May (revised): -0.8% 🔹 Second consecutive month of decline! 📉 Main reason: – Sharp decline of -23.1% in aircraft, ship, train, and military vehicle orders ✈️🚢🚆 – Demand also weakened for automotive and metal products 🚗🔧 🔌 Electrical equipment orders increased ✅ 📊 3-month average (Q2): +3.1% – Orders brought forward ahead of global tariff hikes and the trade recovery in the Eurozone supported 🌍📦 #Germany #DAX #EWG #Economy #IndustrialOrders #EURUSD #RecessionRisk

According to analyst Ming-Chi Kuo, US President Donald Trump's alleged $300 billion investment in Taiwan Semiconductor Manufacturing Company (TSMC) is paving the way for upcoming semiconductor tariffs. 📈 According to Kuo, this claim is part of Trump's negotiating tactic. Noting that the officially announced investment is $165 billion, Kuo believes Trump aims to start negotiations with this high figure and then offer a discount. #TSMC #TSM #DonaldTrump #Semiconductor #US #Economy #TariffWar #Investment

#GDPNow GDPNow has raised its Q3 growth forecast from +2.1% to +2.5%. The growth rate of the US economy, or real GDP (GDP) growth rate, is one of the most important indicators of economic activity. However, official growth figures are often released with a lag. That's where the GDPNow model, developed by the Atlanta Fed, comes in! 🏦✨ GDPNow uses available economic data for a given period to generate a "nowcast" economic growth forecast before the official release.