Market 02/04: China Retaliates in Trade War

If you missed the best recent articles:

• Semiconductor Ecosystem: Who is Really the Boss?

• AMD - Is It Time to Turn Around?

• Global Autonomous Vehicle Race: Waymo, Tesla, Uber and the Strategy Puzzle

• China: Changes and Challenges

• ASML – The Most Important Company in the Semiconductor Industry

Key highlights:

• China responds to import tariffs, but mildly

• Trump plans to cut EPA and Department of Education

• Open jobs report shows labor demand continues to cool

• Palantir: Strong gains but no one knows what the company does

• PayPal: Back to near zero growth

• Spotify: Not stopping its growth momentum

• SPX defends 6000, money flowing back to big tech and energy