Global Trade, Tariffs, AI Efforts

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 3 February 2025

⏱️ 32 minutes

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Summary

The markets and companies react to a shift in international trade. And Softbank’s Masayoshi Son continues to bet big in tech. (00:14) Asit Sharma and Dylan Lewis discuss: - The Trump Administrations plans for tariffs on imports from Canada, Mexico, and China, and the “de minimus” exemption on imports below $800. - How businesses like cross-border railroad Canada Pacific Kansas City are responding to tariffs potentials affecting the flow and volume of goods. - OpenAI and Softbank’s latest set of announcements – a $3B enterprise contract and joint venture to bring artificial intelligence offerings to Japanese businesses. (17:43) In the week before Trump’s inauguration, the FDA announced that Zyn, the viral nicotine pouch, would be allowed to stay on the market. Mary Long talks with Fool analyst Nick Sciple about what these regulatory changes mean for Big Tobacco’s “smoke-free” future. Companies discussed: CP, SFTBY, PDD PM, MO Host: Dylan Lewis Guests: Asit Sharma, Mary Long, Nick Sciple Producer: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We're going global, checking in on trade and AI investments.
0:08.1	Motleyful money starts now.
0:13.7	I'm Dylan Lewis, and I'm joined over the airwaves by Motleyful Senior analyst Asset Sharma.
0:18.0	Asett, thanks for joining me today.
0:19.8	Dylan, happy Monday.
0:21.5	Yeah, as we check the news, it's clear.
0:24.0	The Trump administration focusing on trade today, catching a lot of headlines and affecting
0:29.6	the markets a little bit.
0:31.2	Lots to unpack there.
0:32.3	So let's dive right in.
0:33.7	Over the weekend, President Trump implementing a 25% additional tariff on imports from Canada,
0:39.2	also from Mexico, and then a 10% additional tariff on imports from China. This all tied to the
0:44.8	administration's efforts to tighten up border and security work. The market processed this very
0:50.4	quickly and swiftly with some red, Osset. We saw this hit the major indices, but also
0:55.8	companies that are in a lot of the categories you would expect to be affected by tariffs.
1:01.1	Yes, Dylan. So it feels a little broad-based here, and you see some darker red ink spilled
1:06.7	in industries that have more of an impact. Think about the auto industry in the U.S.
1:12.7	Companies like GM, obviously with this supply going through Canada, the United States, Mexico
1:20.1	to build an automobile. That makes a lot of sense. And I think you saw also just on a more
1:26.0	global basis that the idea of surprise, as you
1:29.7	allude to, because we've been through this route before with the previous Trump administration,
1:34.7	and the sense coming away from that was that terrorists would be implemented a little more
	...

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