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Trump Team Considers 'AI Czar' Role, Musk Reportedly Set To Drive Federal AI Policy Shift
TD Cowen Maintains Qualcomm(QCOM.US) With Buy Rating, Maintains Target Price $200
Daiwa's outlook for the US economy in 2025: the era of 'high inflation, slow growth' is coming, interest rate cuts entering the 'slow lane'.
Morgan Stanley believes that Trump's immigration and tariff policies will lead the usa economy to face the dual challenges of slowing growth and persistent inflation next year: GDP growth is expected to slow to 1.9%, while core PCE inflation will remain high at 2.5%. The Federal Reserve will remain cautious about the interest rate path and is expected to begin to pause interest rate cuts in the second quarter of next year.
Deutsche Telekom Partners With Qualcomm, Skylo for Non-terrestrial Network Services
Sammer warns: Trump's policies will push up inflation, seriously damaging the US economy
Former US Treasury Secretary Lawrence Summers predicts that a second term for Trump could cause serious damage to the US economy. He warns that the economic policies proposed by Trump could trigger more severe inflation shocks than those recently experienced. In a recent interview, Summers emphasized two major concerns regarding the Trump administration's proposed economic agenda: large-scale demand-side stimulus and significant supply-side disruptions. Key components include extensive tax cuts, potential budget deficit expansion, and comprehensive tariff implementation. Summers said, "If these plans are actually implemented, I have no doubt that Trump's plans will stimulate inflation."
QUALCOMM (QCOM) Targets Diversification With Edge AI: Susquehanna Adjusts Price Target