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Monday, 14 April 2025

Source: Trump plans to instruct the Commerce Department to launch a Section 232 national security probe into chip imports, which could lead to new tariffs (Ari Hawkins/Politico)

Ari Hawkins / Politico:
Source: Trump plans to instruct the Commerce Department to launch a Section 232 national security probe into chip imports, which could lead to new tariffs  —  The investigation could lead to new tariffs on semiconductors in a move that would have sweeping implications for Asian countries and the tech sector.



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Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026 (Ryan Vlastelica/Bloomberg)

Ryan Vlastelica / Bloomberg : Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025...