HP Inc. said as of July 31, 2026 it has filed to recover about $300 million in previously paid IEEPA tariffs.

Citrini Research expects NVIDIA shares to reach a record high. The firm says short sellers will cover positions quickly, while long-only or underweight fund managers will take longer to adjust exposures.

POLITICO, citing eight people, reports the Trump administration is considering a large new package of semiconductor tariffs. One proposal would greatly broaden tariff coverage beyond chips to many chip-containing products — including laptops, game consoles and data-center servers — potentially widening the trade impact on tech supply chains. Tech firms warn the move could jeopardize US leadership in AI. Four sources say Commerce Secretary Lutnick favors conditioning tariff exemptions for foreign firms on investment in US chip manufacturing to spur domestic capacity.