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U.S.-Canada trade war escalates as Ontario threatens to cut critical mineral and power exports over 50% tariffs.
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Ahead of an expected Trump-Xi meeting in Washington, U.S.-China trade negotiations focusing on tariff reductions and AI could benefit semiconductor, technology, retail, and auto sectors. Companies with significant China exposure including Qualcomm, Intel, Micron, Applied Materials, NVIDIA, Apple, Walmart, Target, Best Buy, Costco, and Tesla may see positive sentiment if trade tensions ease.
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Constellation Energy stock rises 8% after Google signs a 20-year nuclear power deal. Nuclear stocks rally, but CEG is still down 18% in 2026.