Loss of 10 billion dollars Jedi “water gatherings” contract for Bezous

Under the highest industries and stocks affected, or if it was expected to be affected by the president’s comments, procedures and policies Donald Trump With this daily summary assembled by the fly:

The moment of water gatherings: Sources separate how either the previous Amazon ((Amzn) Jeff Bezos CEO peacefully with President Donald Trump, where many pointed to Amazon the loss of Jedi’s contract of $ 10 billion during the first period of Trump as a water gathering moment, Anna Nicolao, Stephen Morris, Raf Odin, and Alex Rogers a report. According to six people who worked closely with him via Amazon, the Blue Origin, and the Washington Post, Bezos works with a “dose of fear” around Trump, as well as resentment of what the Democrats “distort” consider the large technology during the Biden administration.

A role in the Trump administration: Timing ((TSLA) The share of more than 40 % has decreased this year, erasing about $ 536 billion in market value, due to concerns about economic growth, commercial battles Trump, the role of CEO Elon Musk in management, Wall Street Journal Hana Erin Lang and Win Taker Smith a report. Some investors sell Tesla shares due to the rejection of government cuts in Musk, or moral opposition to its most controversial sites in social media, while others are concerned that musk is very focused on other things and loses their belief that the stock can remain on the right track, according to the report.

Investing in the United States: Red River ((Rayo) wants to increase its investments in the United States, especially in copper, after President Trump has signed an executive order to simplify operations on operations and increase government funding for metal projects. Reports. “It is clear that under the Trump administration, there is increasing recognition of the need for local sources of copper and other important materials in the United States, to support manufacturing and the future of energy in the country.”

World Trade tariff: Loop Capital Fedex lower ((FDX) For sale from Hold with the price of $ 221, a decrease from $ 283. On April 2, the Trump administration is scheduled to unveil the strategy of the comprehensive tariff for global trade and the FEDEX brand synonymous with global trade, and the company tells investors in a research note. Loop adds that with economists raising the risk of American recession, Fedex sees it as a “really bad stagnant stock” because the gentle rapid margins amplify the profits whenever there is pressure on the upper line.

Customs tariff fears: William Blair reduced the classification of Valmont ((VMI) to market performance from Outperform. After a meeting with the Valmont Management this week, the company told the investors that the administration is increasingly cautious about the effect of the expected tariff on Mexico on profits in the short term. The company’s original 2025 instructions, which were issued in February, did not think of the definitions of part of its work in which the steel from Mexico is used to produce structures shipped to the United States, but the last meeting with the administration made it clear that the current expectations are that the definitions of Mexico will also include a product made in Mexico with the United States from the United States from the United States.

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