NVIDIA SAYS IT DOESN'T HAVE 'BACKDOORS' IN ITS CHINVIDIA SAYS IT WON'T ALLOW BACKDOOR ACCESS TO ITS Big PogGOLDMAN SACHS CEO SOLOMON TO MEET TRUMP AT WHITE HDonald J. Trump Truth Social 07.31.25 09:01 AM ESTSHEINBAUM: WE GET 90 DAYS TO BUILD LONG TERM DEAL🚨 TRUMP: MEXICO WILL CONTINUE TO PAY A 25% FENTANY🚨 TRUMP: MEXICO HAS AGREED TO IMMEDIATELY TERMINATFERRARI SHARES DOWN AS MUCH AS 10.6%, BRIEFLY SET DIMON: 'WE SHOULD BE A LITTLE CAUTIOUS' ON RATE DEJust in🚨: Dan Crenshaw's META just crushed earningDIMON: 'SO FAR SO GOOD' ON TARIFF NEGOTIATIONSMEXICAN PRESIDENT SHEINBAUM SAYS SHE HELD A 'VERY 🚨 TRUMP: WILL BE TALKING TO MEXICO OVER THE NEXT 9🚨 *TRUMP: AGREED TO EXTEND, FOR A 90 DAY PERIOD, DNEURALINK: LAUNCHING A CLINICAL STUDY IN GREAT BRI$HIMS just made me generational wealth 🤝🏼 Thank yo$UNH My average is 284.03 And I'm not leaving I wa🚨 Inflation’s back but not like before. Prices areUS TELLS UN SECURITY COUNCIL: TRUMP HAS MADE CLEARFEWER INTERNATIONAL TRAVELERS ARE VISITING U.S., BBRAZIL'S ALCKMIN: U.S. TARIFFS ARE A LOSE-LOSE SITKREMLIN SAYS BRICS ISN'T ANTI-AMERICAN: INTERFAXThe best investors are usually the ones who can stBRAZIL'S ALCKMIN: TRUMP EXCLUDED AROUND 45% OF WHABRAZIL'S ALCKMIN: 35.9% OF TOTAL EXPORTS TO THE U.TRUMP AND MEXICO’S SHEINBAUM TO DISCUSS TARIFFS TOCHICAGO PMI JULY INDEX 47.1 (CONSENSUS 42.0)$NVDA - NVIDIA SHARES HIT RECORD HIGH, UP 1.4%$MSFT - *MICROSOFT JUMPS 8.2% TO SURPASS $4 TRILLILam Research QJun25 CY25 to be even in 1H and 2H vTokyo Electron 2Q25 - WFE underperformance play - KALSHI TRADERS ARE NOW PRICING IN RISING ODDS OF Z*SOUTH AFRICA CUTS BENCHMARK RATE BY 25BPS TO 7%; Samsung 2Q25 - Semi revenue up 15% q/q and down -4U.S. DOLLAR INDEX DXY HITS 100 FOR FIRST TIME SINC$TSLA - TESLA: AI AND ENERGY IN FOCUS AMID AUTO CHQualcomm QJun25 - Semi revenue down -5% q/q and upCORE PCE INFLATION SLIGHTLY HIGHER, REDUCING CHANCArm QJun25 - Revenue down -15% q/q and up 12% y/y 🚨CHINA PAUSES US-BOUND COMPANY INVESTMENT AMID TRA*US 2Q EMPLOYMENT COST INDEX RISES 0.9% Q/Q; EST. *US JUNE PERSONAL SPENDING RISES 0.3% M/M; EST. +0US JOBLESS CLAIMS 218,000 IN JULY 26 WEEK; EST. 22*US JUNE CORE PCE PRICE INDEX RISES 0.3% M/M; EST.US JOBLESS CLAIMS +1K TO 218K IN JUL-26 WK; SURVEYDonald J. Trump Truth Social 07.31.25 06:04 AM ESTDonald J. Trump Truth Social 07.31.25 06:28 AM ESTDonald J. Trump Truth Social 07.31.25 06:42 AM ESTDonald J. Trump Truth Social 07.31.25 07:11 AM EST