Ford’s $2B EV Gamble, Nvidia’s China Revenue Deal, and Paramount’s $7.7B UFC Shock

In today’s episode, markets are in wait-and-see mode ahead of key July inflation data, with U.S. stock futures holding near flat and Bitcoin retreating from all-time highs. President Trump moved to calm investors by confirming gold bars won’t face tariffs and extended China’s tariff deadline by 90 days. Intel’s CEO, fresh off a public rebuke, followed Apple’s example with a White House visit that turned presidential criticism into praise. Nvidia and AMD struck an unprecedented deal to give the U.S. government 15% of their China revenue in exchange for export licenses, potentially creating a new model for tech trade policy. Ford is investing $2 billion to retool a Kentucky plant for cheaper EV production, aiming to boost affordability and profits before federal tax credits expire. Paramount shook up sports broadcasting with a $7.7 billion UFC rights deal that ends pay-per-view and moves fights to Paramount+, while C3.ai shares cratered 25% after a massive revenue miss. Finally, Trump’s push for China to quadruple soybean purchases adds fresh intrigue to trade negotiations.
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