JUST IN: Trump is slapping 50% tariffs on Indian goods over its Russian oil buys. •India is only ~2% of U.S. imports •Higher costs for pharma, textiles, machinery •Risk: Indian retaliation + energy market jitters

📊Hebbia Pulse Aug 7: Markets edge up as strong earnings outweigh tariff noise. • Stocks open higher despite new “reciprocal” tariffs • Duolingo +25%, DoorDash +9%, Eli Lilly −8% on GLP‑1 trial miss • Oil steady as low diesel supply offsets OPEC+ oil boost • M&A buzz: HG

For all the hype, GPT‑5 is the first model that feels like it undoes hallucinations… Here it not only corrects its own work, it corrects *the user’s* work…

📊Hebbia Pulse Aug 8: Markets higher as strong earnings offset tariff and inflation worries. • S&P +0.3%, Nasdaq +0.4%, Dow +0.3% led by tech and travel • Under Armour −21%, Trade Desk −37%, MP +10% on rare-earth surge • Trump appoints Stephen Miran to Fed board, rate

JUST IN: Trump team weighing a $30B IPO for Fannie Mae & Freddie Mack • To sell 10–15% at a ~$500B valuation • JPM, Citi, GS pitching deal structures • Stocks surged ~20% on the news

📊Hebbia Pulse Aug 11: Markets tread water, near records as investors brace for inflation data and policy clarity. • Dow +0.2%, S&P ~flat, Nasdaq −0.2% at the open • Gold −1.2% on uncertainty around potential bullion tariffs • Micron +5.6%, AMC +7.5% on strong

JUST IN: Nvidia & AMD to give 15% of China AI chip sales to the U.S. government in exchange for export licenses. Margins take a ~1pt hit — but the real story is Washington pricing and politicizing tech exports.

📊Hebbia Pulse Aug 12: Markets tick up on cooling inflation and strong earnings. • Inflation CPI: 2.7% (vs. 2.8% est), however Core inflation: 3.1% (vs. 3.0%) • Core increase driven by airfares, shelter, medical; goods remain tame • Indexes open green: S&P +0.6%, Nasdaq

📊 Hebbia Pulse Aug 13: Markets rally on better inflation and rate cut optimism. • S&P +0.4%, Dow +0.8%, Nasdaq +0.3%, hitting new record highs • CoreWeave −9% despite top-line beat; CAVA −25% on soft same-store sales • India surges: The Sensex & Nifty rally on U.S.

📊Hebbia Pulse Aug 14: Markets dip as wholesale inflation sours rate-cut hopes. • S&P −0.3%, Dow −0.43%, Nasdaq −0.3% • Wholesale inflation (PPI) jumped 0.9% MoM, 3.3% YoY—fastest in 3 years—hinting at consumer cost pass-through • Sapiens +44% on Advent’s $2.5B