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Here is Your Complete Market Rundown (02/24/2026)
Top Stories
Markets Stabilize After Tariff Turmoil as Trump Faces State of Union Test
US stock futures steadied following Monday's selloff as Trump prepares his State of the Union address amid polling showing voter skepticism on economic promises. FedEx sued for tariff refunds after Supreme Court ruling, while businesses warn against expecting lower prices despite tariff rollbacks.
Company News
Performance Overview
1D Change: 1.58%
5D Change: 3.6%
News Volume: 222
Unusual Volume Factor: 2x
Amazon-Backed Anthropic Sparks Market Volatility with Enterprise AI Push While Pentagon Clash Intensifies
Amazon-backed AI startup Anthropic triggered significant market turbulence on February 24 as it unveiled new enterprise AI capabilities, sending shockwaves through the software sector before partnerships helped stabilize investor sentiment. The company's Claude AI platform announced expanded enterprise offerings including Cowork plugins for Microsoft Office applications and integrations with major firms including Intuit, DocuSign, Salesforce, and Thomson Reuters. The announcements initially hammered technology stocks, with IBM suffering its steepest single-day drop in over two decades after Anthropic highlighted Claude's ability to modernize legacy COBOL systems. Cybersecurity stocks also tumbled following the unveiling of Claude Code Security features. However, markets rebounded later in the session as Anthropic's partnership approach suggested collaboration rather than wholesale replacement of existing software providers. Amazon maintained its significant presence in the day's news beyond its Anthropic investment. The company announced a $12 billion commitment to build data centers in Louisiana, creating over 2,000 jobs in one of the state's largest tech infrastructure projects. Separately, California regulators sought an injunction against Amazon for allegedly stifling price competition, while Italy's data protection authority banned an Amazon unit from using employee personal data. The day took a dramatic turn when Defense Secretary Pete Hegseth reportedly gave Anthropic a Friday deadline to remove AI safeguards restricting military applications or face contract termination. Anthropic, which had accused Chinese AI firms including DeepSeek of industrial-scale data theft through fraudulent accounts, stood firm on its ethical restrictions despite Pentagon pressure. Anthropic also kicked off an employee share sale valued up to $6 billion at a $380 billion valuation, driven by rising enterprise revenue. Analysts noted the company has become a prime IPO candidate for 2026. Amazon's broader AI infrastructure spending drew attention as the company's capital expenditure plans sparked debate among investors about long-term returns. Warren Buffett's Berkshire Hathaway notably dumped 77% of its Amazon stake before his retirement, though separate analysis suggested Amazon's current valuation represents its cheapest level since 2010.
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Advanced Micro Devices, Inc. (AMD)
Performance Overview
1D Change: 8.72%
5D Change: 5.3%
News Volume: 201
Unusual Volume Factor: 5x
AMD Secures Landmark $100 Billion AI Chip Deal with Meta, Stock Surges 14%
Advanced Micro Devices announced a massive agreement to supply Meta Platforms with up to $60 billion worth of artificial intelligence chips over five years, with the total deal value exceeding $100 billion when including infrastructure costs. The partnership involves deploying up to 6 gigawatts of GPU computing capacity and includes performance-based warrants that could give Meta up to 10% ownership in AMD through approximately 160 million shares. AMD shares jumped as much as 14% in premarket trading before settling with gains around 10% during regular hours. The deal represents a major validation for AMD as it competes against Nvidia in the AI chip market, marking the company's second mega supply agreement following a similar arrangement with OpenAI. Meta will deploy AMD's MI450 chips as part of its AI infrastructure buildout, coming just days after the social media giant committed to deploying millions of Nvidia GPUs. Wall Street analysts offered mixed reactions. Rosenblatt reaffirmed its Buy rating with a $300 target, calling the partnership major validation for AMD's AI chips. Roth Capital maintained its Buy rating, noting the deal solidifies AMD's role as an AI infrastructure provider. However, Mizuho cautioned that the rally could be short-lived amid headline-driven trading, while some analysts questioned whether the deal reflects desperation rather than strength. The announcement briefly pressured Nvidia shares, which fell 1.7% on the news, though Wall Street remained bullish ahead of Nvidia's earnings report. The AMD-Meta agreement highlights the growing complexity of the AI ecosystem as major tech companies diversify their chip suppliers beyond Nvidia's dominant position in the market.
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Meta Platforms, Inc. (META)
Performance Overview
1D Change: 0.33%
5D Change: 0.02%
News Volume: 196
Unusual Volume Factor: 2x
Meta Signs $100 Billion AI Chip Deal with AMD While Navigating Ray-Ban Pricing Tensions and Reviving Stablecoin Plans
Meta Platforms struck a landmark agreement with Advanced Micro Devices to purchase up to $60 billion worth of AI chips over five years, with the total deal value exceeding $100 billion when including infrastructure costs. The arrangement secures up to 6 gigawatts of computing capacity and grants Meta the option to acquire up to 10% of AMD through performance-based warrants for up to 160 million shares. AMD shares surged 14% on the announcement, which analysts view as major validation of AMD's position as a credible alternative to Nvidia in hyperscale AI infrastructure. The deal comes just days after Meta committed to deploying millions of Nvidia GPUs, underscoring the company's massive AI buildout strategy. Separately, Meta faces internal tensions with smart glasses partner EssilorLuxottica over pricing for their Ray-Ban AI glasses as they compete against potential rivals like Apple. Court filings also revealed that a Meta executive previously warned the company's Facebook Messenger encryption plan was "so irresponsible," raising questions about internal safety concerns. In cryptocurrency developments, Meta is reportedly planning a stablecoin comeback in the second half of 2026, partnering with a third-party vendor for payments and rolling out a new digital wallet. This marks a revival of Meta's digital currency ambitions following the failure of its previous Diem project. Treasury Secretary Scott Bessent has predicted the stablecoin market could reach $3 trillion by 2030. Investor activity showed mixed signals, with billionaire Stanley Druckenmiller eliminating his fund's Meta position while billionaire Philippe Laffont shifted focus to other AI stocks after selling Meta shares. Ross Gerber highlighted Meta's $23.6 billion share buyback costs as a point of concern for shareholders. Meta stock edged up modestly as investors weighed the long-term benefits of its AI infrastructure investments against potential dilution from the AMD warrant structure.
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Keysight Technologies, Inc. (KEYS)
Performance Overview
1D Change: 23.18%
5D Change: 28.53%
Keysight Technologies Surges 16% on Record Q1 Results and Strong AI Demand Outlook
Keysight Technologies shares jumped 16% in premarket trading February 24 after reporting record first-quarter revenue and earnings that exceeded estimates. The electronic test equipment maker issued second-quarter profit guidance well above analyst expectations, driven by robust AI infrastructure demand. Wall Street responded enthusiastically with widespread price target increases. Goldman Sachs raised its target to $322 from $243, while UBS lifted its forecast to $340 from $230, projecting 39% upside. Barclays increased its target to $320 from $232, and Morgan Stanley raised its price objective to $268 from $227. Bank of America upgraded the stock based on strong order momentum. The company led S&P 500 gainers for the session, with analysts citing AI-related capital expenditure as a key growth driver. The stock hit a record high during trading, marking the company's largest earnings beat in years. One insider transaction was reported, with SVP Estrada selling $475,000 in shares.
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Keurig Dr Pepper Inc. (KDP)
Performance Overview
1D Change: 4.23%
5D Change: 6.5%
Keurig Dr Pepper Beats Q4 Estimates, Projects Double-Digit Growth Despite Rising Coffee Costs
Keurig Dr Pepper reported fourth-quarter earnings that exceeded expectations by $0.01, with revenue also topping estimates, driving shares up 2.4% in premarket trading. The company posted a 10% sales surge driven by higher prices and resilient demand for sodas. Management issued strong 2026 guidance, targeting low double-digit earnings growth and revenue between $25.9 billion and $26.4 billion as the company prepares for its JDE Peet's acquisition, set to close in six weeks. However, the company warned that cost pressures will persist into early 2026, as JDE Peet's separately reported an unprecedented €1.6 billion jump in 2025 costs due to surging green coffee bean prices. Keurig Dr Pepper secured additional funding for the acquisition as it advances its transformation strategy.
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Geopolitics Events
Markets Stabilize After Tariff Turmoil as Trump Faces State of the Union Test
US stock futures steadied Tuesday following Monday's sell-off, as investors digested the Supreme Court's rejection of President Trump's emergency tariffs and assessed his economic agenda ahead of tonight's State of the Union address. FedEx filed a high-profile lawsuit seeking tariff refunds, while businesses warned consumers not to expect lower prices despite the court ruling. Trump faces mounting challenges selling his economic record to voters, with a Reuters/Ipsos poll finding most Americans view him as growing erratic with age. His administration struggles to demonstrate promised economic gains as data presents a mixed picture of his policy outcomes. Geopolitical tensions escalated as Iran nears a deal to purchase Chinese supersonic anti-ship missiles, pushing Middle East oil tanker costs to six-year highs. Israel warned Lebanon of severe retaliation if Hezbollah joins any US-Iran conflict. China indicated it will determine tariff countermeasures in due course, while Taiwan seeks assurances on trade deal stability. Apple announced plans to manufacture Mac minis domestically as part of Trump's reshoring push.
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Trump Administration Scrambles to Adjust Tariff Policy After Supreme Court Setback
President Trump's global tariffs took effect Tuesday at 10 percent, lower than the initially planned 15 percent rate, as the administration works to adjust the temporary rate published by Customs and Border Protection. The implementation follows a Supreme Court ruling that struck down many of Trump's sweeping tariffs as unconstitutional, creating uncertainty for businesses and potentially cooling inflation according to Federal Reserve officials. FedEx launched the first major legal challenge against the administration, suing for tariff refunds just days after the Supreme Court decision. The lawsuit signals the beginning of what could be extensive legal battles as companies seek to reclaim billions in tariff payments already made. However, the White House is indicating that firms pursuing refunds face a lengthy process. The administration is pivoting its trade strategy, developing Pentagon-created AI models to set reference prices for critical minerals including germanium, gallium, antimony, and tungsten. Trump is also exploring new trade probes to revive tariff authority following the court defeat. The developments come as Trump prepares to deliver his State of the Union address amid voter concerns about the economy and questions about whether his tariff policies justify their economic costs.
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Trump Administration Working to Raise Temporary Tariff Rate to 15%
The Trump administration is working to increase a new temporary U.S. tariff rate to 15% from the 10% rate published by Customs and Border Protection. A White House official confirmed there is "no change of heart" on the planned 15% rate under Section 122 statute, though timing for the adjustment remains unclear.
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Putin Warns of "Self-Destruction" as Russia-Ukraine War Enters Fifth Year
On the fourth anniversary of Russia's invasion, Vladimir Putin issued a stark warning that Ukraine and Western allies risk "self-destruction" in attempting to defeat Russia. Russia signaled it would inform the U.S. about potential nuclear weapons in Ukraine, with officials stating Kyiv's nuclear ambitions would affect Russia's position. While Ukraine indicated another round of talks may be possible, major obstacles persist including Donetsk's future, control of key infrastructure, and security demands. Analysts note the war has fundamentally changed all parties involved, raising stakes too high for a quick resolution.
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Zelensky Pushes for EU Membership Timeline as Allies Pledge Continued Support
Ukrainian President Volodymyr Zelensky called on the European Union to provide a clear accession date as the war enters its fourth year. EU Commission President Ursula von der Leyen affirmed Ukraine is progressing toward membership and pledged to deliver a 90 billion euro loan package as Ukraine faces funding shortfalls within weeks. G7 leaders reaffirmed unwavering support on the war anniversary, while Italy confirmed military aid through 2026. Rising Russian battlefield casualties may constrain Moscow's offensive capacity in coming months, though divisions among European partners complicate Ukraine's diplomatic efforts.
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Ukraine Peace Efforts Stall as Kremlin Frames Conflict as Western Confrontation
Four years after Russia's invasion, peace negotiations have stalled. The Kremlin now characterizes the Ukraine conflict as a broader confrontation with the West and acknowledges its "special military operation" goals remain unachieved. The EU Parliament commemorated the war's anniversary while calling for increased Western pressure on Russia.
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US Stocks Edge Lower as Zillow Hits 52-Week Low
Major US indices opened marginally lower with the Dow down 0.05%, S&P 500 declining 0.07%, and Nasdaq slipping 0.03%. Zillow Group fell to a 52-week low near $42 amid broader software sector weakness.
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China Military Purge Weakens Readiness as Russia Struggles in Ukraine War
China's military purge is undermining command effectiveness and operational readiness, according to new research. Meanwhile, Russia's Ukraine offensive faces setbacks from mounting casualties, with the Kremlin framing the conflict as a broader confrontation with the West. Four years of war have fundamentally transformed all parties involved.
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Macro Events
Markets Stabilize After Tariff Turmoil as Trump Faces State of the Union Test
US stock futures steadied Tuesday following Monday's sell-off, as investors digested the Supreme Court's rejection of President Trump's emergency tariffs and assessed his economic agenda ahead of tonight's State of the Union address. FedEx filed a high-profile lawsuit seeking tariff refunds, while businesses warned consumers not to expect lower prices despite the court ruling. Trump faces mounting challenges selling his economic record to voters, with a Reuters/Ipsos poll finding most Americans view him as growing erratic with age. His administration struggles to demonstrate promised economic gains as data presents a mixed picture of his policy outcomes. Geopolitical tensions escalated as Iran nears a deal to purchase Chinese supersonic anti-ship missiles, pushing Middle East oil tanker costs to six-year highs. Israel warned Lebanon of severe retaliation if Hezbollah joins any US-Iran conflict. China indicated it will determine tariff countermeasures in due course, while Taiwan seeks assurances on trade deal stability. Apple announced plans to manufacture Mac minis domestically as part of Trump's reshoring push.
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Trump Administration Scrambles to Adjust Tariff Policy After Supreme Court Setback
President Trump's global tariffs took effect Tuesday at 10 percent, lower than the initially planned 15 percent rate, as the administration works to adjust the temporary rate published by Customs and Border Protection. The implementation follows a Supreme Court ruling that struck down many of Trump's sweeping tariffs as unconstitutional, creating uncertainty for businesses and potentially cooling inflation according to Federal Reserve officials. FedEx launched the first major legal challenge against the administration, suing for tariff refunds just days after the Supreme Court decision. The lawsuit signals the beginning of what could be extensive legal battles as companies seek to reclaim billions in tariff payments already made. However, the White House is indicating that firms pursuing refunds face a lengthy process. The administration is pivoting its trade strategy, developing Pentagon-created AI models to set reference prices for critical minerals including germanium, gallium, antimony, and tungsten. Trump is also exploring new trade probes to revive tariff authority following the court defeat. The developments come as Trump prepares to deliver his State of the Union address amid voter concerns about the economy and questions about whether his tariff policies justify their economic costs.
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Fed Officials Signal Caution on Rate Cuts as AI's Economic Impact Remains Uncertain
Federal Reserve officials expressed hesitation about near-term interest rate cuts while grappling with artificial intelligence's potential economic effects. Chicago Fed President Goolsbee stated that 3% inflation is "not good enough" and emphasized rate cuts won't come until inflation returns to target, though he remains optimistic about cuts later this year. He noted uncertainty about remaining tariff pressure on prices and concerns about rising services inflation even as goods inflation recedes. Atlanta Fed President Bostic warned that AI's transition could challenge the Fed's understanding and may lead to structurally higher unemployment beyond the central bank's control. Fed Governor Cook acknowledged AI's "profound changes" will ultimately benefit the economy, noting it makes starting businesses less expensive. Governor Waller highlighted that AI's biggest impact comes when it becomes a general-purpose tool but acknowledged uncertainty about when technologies will reach full systemic impact. The comments come as Trump's 10% global tariff takes effect and markets digest AI-driven volatility.
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Trump Administration Working to Raise Temporary Tariff Rate to 15%
The Trump administration is working to increase a new temporary U.S. tariff rate to 15% from the 10% rate published by Customs and Border Protection. A White House official confirmed there is "no change of heart" on the planned 15% rate under Section 122 statute, though timing for the adjustment remains unclear.
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US Consumer Confidence Surges to 91.2 in February, Beating Expectations
The Conference Board's February consumer confidence index jumped to 91.2, exceeding the 87.1 estimate and January's revised 89.0. However, Philadelphia Fed's non-manufacturing activity fell to -17.3, missing forecasts.
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Transport Canada Certifies Gulfstream G700 and G800 After Trump Tariff Threat
Canada's aviation regulator approved remaining Gulfstream private jet models following President Trump's warnings of tariffs and retaliatory measures over the country's previous certification delays.
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EU Anticipates US Steel and Aluminum Tariff Relief Within Weeks
European Union officials expect the United States to scale back broad tariffs on steel, aluminum, and derivative products in coming weeks. EU trade chief Sefcovic confirmed a transitional period is underway, with Washington reviewing the tariff structure and officials hoping for positive developments soon.
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Technology Events
Meta Signs $100 Billion AI Chip Deal with AMD Following Nvidia Commitment
Meta Platforms agreed to purchase AI computing power worth 6 gigawatts from AMD in a deal exceeding $100 billion over five years, potentially acquiring up to 10% of AMD's stock. The partnership, featuring AMD's MI450 chips, comes days after Meta committed to deploying millions of Nvidia GPUs, sending AMD shares surging 14%.
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Dow and S&P 500 Rebound After AI-Driven Sell-Off as AMD Surges on Meta Partnership
Major indexes climbed Tuesday following recent market declines, with the Dow and S&P 500 recovering ground. AMD shares surged on news of a Meta deal, while new Trump tariffs took effect amid the broader market rebound.
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Fed Officials Signal Caution on Rate Cuts as AI's Economic Impact Remains Uncertain
Federal Reserve officials expressed hesitation about near-term interest rate cuts while grappling with artificial intelligence's potential economic effects. Chicago Fed President Goolsbee stated that 3% inflation is "not good enough" and emphasized rate cuts won't come until inflation returns to target, though he remains optimistic about cuts later this year. He noted uncertainty about remaining tariff pressure on prices and concerns about rising services inflation even as goods inflation recedes. Atlanta Fed President Bostic warned that AI's transition could challenge the Fed's understanding and may lead to structurally higher unemployment beyond the central bank's control. Fed Governor Cook acknowledged AI's "profound changes" will ultimately benefit the economy, noting it makes starting businesses less expensive. Governor Waller highlighted that AI's biggest impact comes when it becomes a general-purpose tool but acknowledged uncertainty about when technologies will reach full systemic impact. The comments come as Trump's 10% global tariff takes effect and markets digest AI-driven volatility.
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Software Stocks Tumble as AI Disruption Fears Grip Markets
Investors are selling software stocks amid growing concerns about AI disruption, creating volatility across tech sectors. Market participants await Nvidia's Q4 earnings for direction on the AI trade's sustainability.
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Intuit Stock Jumps as Anthropic Partnership Eases AI Disruption Concerns
Intuit shares rallied following announcement of a partnership with Anthropic to deploy custom AI agents for businesses. The AI startup showcased new Claude capabilities and enterprise tools for investment banking and HR sectors. Anthropic CEO Dario Amodei predicted AI will automate coding before replacing broader software engineering roles. The developments provided relief to markets weeks after legal issues triggered a selloff, though Wall Street reaction remained muted overall.
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Anthropic Hosts Enterprise Event Showcasing New Claude AI Agent Capabilities
AI startup Anthropic demonstrates enhanced Claude features at enterprise-focused event, unveiling AI agents integrated with tools for investment banking and HR applications amid broader market concerns about artificial intelligence advancement.
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Crypto Events
Coinbase Launches Stock and ETF Trading as Crypto Markets Face Outflows
Coinbase has expanded beyond cryptocurrency by adding US equities and ETF trading, offering over 8,000 securities with 24-hour trading capabilities. The move positions the platform as a full-service financial app competing directly with Robinhood. Meanwhile, crypto markets turned negative with Bitcoin ETFs experiencing $204 million in outflows. Bitcoin remained below $68,000 while Ethereum, XRP, Solana, and Dogecoin extended losses amid concerns over Vitalik Buterin's continued ETH sales and potential further Ethereum price weakness.
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Bitcoin Faces Mounting Pressure as Analysts Warn of Further Declines Amid Capital Flight
Bitcoin has fallen 50% from its peak and faces potential drops to $45,000-$55,000 as capital outflows accelerate and traders brace for additional losses. Analysts cite tariff tensions, policy delays, and a break-even trap stalling rallies, marking Bitcoin's worst monthly performance in four years.
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Misc Events
Google Expands U.S. Data Center Network with Renewable Energy Partnerships in Texas and Minnesota
Google is building new data centers in Texas and Minnesota, partnering with AES Corp for a 20-year power supply agreement in Texas and Xcel Energy in Minnesota, with both facilities incorporating renewable energy sources including solar, wind, and battery storage.
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Biotech stocks surge on positive trial results and strategic partnerships
Palvella Therapeutics and Fulcrum Therapeutics rallied on favorable clinical data, while Larimar gained on breakthrough therapy designation. Indian pharma firms Natco and Eris jumped 6% on Semaglutide partnership. Radiopharm initiated phase 1/2a cancer trial dosing.
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Earnings Events
MercadoLibre Shares Rise Despite Profit Miss on Strong Revenue, E-Commerce Growth
MercadoLibre reported mixed fourth quarter results, missing profit estimates by $0.62 per share while revenue exceeded expectations, driving shares higher on strong e-commerce growth momentum.
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Major Indexes Rise as Markets Await Nvidia Earnings and State of Union
S&P 500, Dow Jones, and Nasdaq climbed Tuesday amid volatility compression before Nvidia's earnings report and State of the Union address. Notable movers included HIMS, VIR, CLVT, and Domo stock.
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Metals Events
EU Anticipates US Steel and Aluminum Tariff Relief Within Weeks
European Union officials expect the United States to scale back broad tariffs on steel, aluminum, and derivative products in coming weeks. EU trade chief Sefcovic confirmed a transitional period is underway, with Washington reviewing the tariff structure and officials hoping for positive developments soon.
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