Trump tariffs: Zerodha CEO Nithin Kamath criticized Trump’s “America First” tariffs, warning they may isolate the U.S. while strengthening China’s global trade dominance. He questioned the long-term sustainability of such protectionist policies in an interconnected economy.
AI stocks: Midterm elections could threaten AI trade as data center backlash grows
Public opposition to US data centers and the November midterm elections could reshape AI infrastructure investment. Increased regulatory scrutiny, rising electricity costs and construction delays