$MU 24 hours it rose 3.75%. The semiconductor sector followed market sentiment. In July 2026, Trump just added a 50% tariff to Canadian automobiles and dairy products using the emergency powers act. A single-source report shows that the effective tariff rate this year is estimated at 7.2%. He also wants to push through $450 billion in stimulus, with deficit and inflation pressures rising together.
Semiconductors are the industry with the deepest globalized supply chains. Trade-protection policies at this level are a knife hanging over everyone’s head. The Supreme Court is still weighing the legality of the tariffs, yet Trump is rushing to spend; the market repricing policy reversals would be very chaotic.
Trade tag: #TradFi #链上美股 #MU
Where do you think this assessment is most likely to be wrong?
Semiconductors are the industry with the deepest globalized supply chains. Trade-protection policies at this level are a knife hanging over everyone’s head. The Supreme Court is still weighing the legality of the tariffs, yet Trump is rushing to spend; the market repricing policy reversals would be very chaotic.
Trade tag: #TradFi #链上美股 #MU
Where do you think this assessment is most likely to be wrong?