Morning News: August 25, 2026

Trump Threatens 50% Tariff on Vehicles and Parts From Canada

What’s Getting Hit With the New U.S.-Canada Tariffs

Trump Laments Lack of US Aluminum Amid Trade Row With Canada

U.S. Tariffs Could Price Canadian Firms Out of U.S. and Threaten Thousands of Jobs

Lutnick’s Intervention in Canada Talks Draws Praise, Blame

Bessent Launches ‘Operation Economic Outcast’ to Isolate and Squeeze Iran

Bessent’s Iran Threat Hinges on US Willingness to Hit China

Why China’s Ties With Iran Aren’t as Strong as They Seem

The Heat on Bessent Grows

Bessent’s Mentor Druckenmiller Calls Bond Buying a Mistake

The Problem With Treasury Buybacks in the Name of ‘Liquidity’

Coming US Fiscal Plan Will Confront a Spendthrift Congress

Jackson Hole Offers Warsh High Profile Slot to Rebut His Critics

Index Investors Have Seized the Steering Wheel

Private Equity Finds New Way to Ride Out Cash Crunch

Bitcoin Rises Above $80,000 as Soft Dollar, Debasement Fears Boost Momentum

Oura and Dunkin’ Eye Offerings as Wall Street’s IPO Boom Builds

Mexico Bonds Trade Like Junk After $130 Billion Bailout of Pemex

How The AIDS Crisis Helped Create a Multibillion-Dollar Death-Speculation Market

The Quantum Computer Revolution Is Tantalizingly Close

Nvidia’s Dependence on Hyperscalers Faces Big Test in Earnings Report

S.E.C. Investigating Near-Implosion of A.I. Hedge Fund

This A.I. Start-Up Aims to Reverse the Backlash Against Data Centers

Why Your Boss Wants to Make Sure AI Can Read Your Slack Messages

Why CEOs Have a Problem With Workplace DMs

There’s Only One Way to Make AI Safe For Kids

Badly Behaved CEOs Hired as ‘Distressed Assets’ Are No Bargain

Apple Gears Up to Launch Its First New Mac Mini in Two Years

Buyers Circle Warner Assets With Paramount Legal Fight Extended

The Real Reason Why Walmart Is Slashing Prices by $2.9 Billion

Dick’s Plummets After Outlook Cut, Citing More Discounting

Crocs Steps Out of the Discount Bin

OnlyFans Paid $700 Million Dividend to Founder Year Before He Died

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Posted by Eddy Elfenbein on August 25th, 2026 at 7:04 am

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.