Donald Trump bought 327 stocks on April 8, 2025, including $100,001 — $250,000 of Apple shares. On April 9 he unexpectedly announced a pause in the “Liberation Day” tariffs, sparking a sharp market rally: Apple rose more than 15% in its best day since 1998 and the S&P 500 closed up 9.5%, its eighth-best session on record. The trades were disclosed more than 14 months late and did not appear in regular transaction reports. These details are described in Trump’s annual financial disclosure report.

Federal Reserve Chairman Kevin Warsh said inflation risks have declined, pointing to a sharp pullback in energy prices. He also said artificial intelligence is driving a boom in capital expenditures, led by cloud infrastructure as Microsoft, Meta, Alphabet and Amazon expand data centers globally. The buildout is pushing up prices for computer equipment and memory, and Apple has raised prices on several hardware products. Warsh offered no signal on the interest-rate path, while reiterating the Fed’s policy independence and expressing optimism about AI’s longer-term impact on jobs and productivity.

The U.S. Department of Commerce has allowed Anthropic to partially restore access to its Mythos 5 model for roughly 100 approved U.S. organizations, including government agencies and critical-infrastructure companies, for defensive cybersecurity use. The model had previously been taken offline entirely after export-control restrictions were applied. Cisco and JPMorgan Chase, identified as Project Glasswing partners, are among those covered by the restored access. The development reflects a regulatory enforcement adjustment and does not involve financial data, product revenue, or an operational change with a directly quantifiable near-term impact on the companies mentioned.

The U.S. Supreme Court ruled 7-2 that the Environmental Protection Agency’s finding that glyphosate is “unlikely” to cause cancer preempts state-court lawsuits seeking a cancer warning label on Bayer’s Roundup. The case stems from a Missouri man, John Durnell, who alleged that decades of Roundup use caused his non-Hodgkin lymphoma and won $1.25 million from a jury. The Trump administration supported Bayer’s appeal, while the Biden administration previously took the opposite position in a separate Roundup-related case. The EPA’s 2020 conclusion has not been updated, while the International Agency for Research on Cancer continues to classify glyphosate as “probably carcinogenic to humans.”

Sen. Richard Blumenthal of Connecticut called for Tesla to be held accountable over a fatal crash in Texas, saying the company’s FSD system failed and urging NHTSA to move faster on its inquiry. The incident has triggered two federal investigations, coming days after Blumenthal and Sen. Edward Markey pressed the agency to scrutinize Tesla’s safety-data transparency and methodology. Tesla executives said the driver manually overrode the system, but they did not release vehicle data to support the claim. The episode has intensified concerns about regulatory risk around FSD.

Apple said it is raising prices for several hardware lines, including iPad and Mac, with increases ranging from $100 to $200, citing soaring memory costs driven by AI data centers. The company said the speed and scale of component price increases were unprecedented and that it could no longer absorb the costs. Apple shares fell 6.12% on the day, erasing about $265 billion in market value. Microsoft’s Xbox also announced price increases, underscoring broader pressure across the memory supply chain.

Donald Trump wrote on Truth Social that major oil companies have not lowered retail gasoline prices in step with falling crude costs, calling it “gouging,” and said he directed the Justice Department to investigate. Traffic through the Strait of Hormuz remains only a small fraction of pre-war levels, disrupting roughly one-fifth of global oil shipments. U.S. crude prices are still about 25% higher than at the start of the year, while the national average gasoline price stands at $3.92 a gallon, up 21.7% from a year earlier. The episode underscores how prolonged geopolitical tensions and escalating policy intervention are jointly pressuring energy supply stability.

A sharp global selloff in technology stocks pushed Nasdaq 100 futures down 2.8%, while S&P 500 and Dow futures also fell. SpaceX extended its decline for a fourth session, including a $400 billion one-day market-value wipeout, as AI-linked chip and hardware names such as Nvidia, Tesla and Intel fell more than 5%. South Korea’s KOSPI slid 10%, with Samsung and SK Hynix down more than 12%. The moves were driven by fears that Iran war-related disruption around the Strait of Hormuz could lift inflation and interest-rate expectations, weighing on high-valuation growth stocks.

SpaceX股价较峰值下跌23%，连续三日走低，已跌破IPO首日收盘价；公司拟发行至少200亿美元债券，引发市场对其AI基础设施高杠杆融资的担忧。当日纳指跌1.3%，标普500跌0.43%，多只科技及消费股同步下挫。文中提及的Oil、Meta、Google、Amazon、S&P500、Nasdaq均为市场背景参照，无直接事件驱动关联。