📈 Stocks / Finance

Amazon rebounds as analysts boost AI growth outlook

Investors Business Daily

Amazon rose 2.9% to $201.95, reclaiming its 21- and 200-day MAs. Analysts cited AWS’s AI-driven growth, with Monness reaffirming a $265 target. Capex across cloud giants is projected to hit $338B in 2025, fueling optimism despite recent market turbulence.

Chip stocks jump as tariff threat on semiconductors recedes

Investopedia

AMD surged 8% and Nvidia 4% as reports suggested Trump’s April 2 tariffs may spare the semiconductor sector. The SOX index rose 3% after a rough 2025 start, with AI infrastructure fears easing thanks to $100B+ capex plans from Amazon, Alphabet, Microsoft, and Meta.

Walmart teams with JPMorgan to boost marketplace payouts

Yahoo Finance

Walmart and JPMorgan will accelerate payments to sellers on Walmart’s marketplace using embedded finance tech. With 100K sellers and 40% Q4 growth, Walmart aims to enhance cash flow tools. JPMorgan expects its embedded finance clients to double in a year.

🪙 Crypto

Trump Media jumps 9% on Crypto.com ETF deal

CNBC

Trump Media shares rose 9% after announcing a deal with Crypto.com to launch ETFs under its new Truth.Fi brand. Despite being down 38% YTD, the firm aims to bundle crypto and traditional assets, with Crypto.com providing backend tech and custody for global rollout.

🌎 Global Economy

China reaffirms pro-market stance amid global uncertainty

Rising Nepal Daily

Premier Li Qiang pledged deeper market access and policy support to hit China’s 5% GDP target for 2025. At the China Development Forum, he emphasized foreign investment, supply chain stability, and macroeconomic tools to counter global economic fragmentation.