Big Pharma Blinks First: $23B Bet to Dodge Trump’s Trade War

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Dear Money Master,

A roller coaster week for the stock market 🎢. Tariff tensions between the U.S. and China continued, shaking investor confidence with no signs of de-escalation. As Trump's tariff hammer looms, the pharmaceutical industry is bracing for impact — but Novartis is already making moves, pledging $23 billion to expand in the U.S. 🇺🇸💊 Meanwhile, the UK economy grows, inflation in the US cools, and Prada plays fashion chess with a $1.4B move. 🚁 In tech, Zipline’s drone army invades Texas skies, and Ripple dives deeper into crypto territory with a major acquisition.

In our Deep Dive, we break down how looming drug tariffs are reshaping global pharma, and why Big Pharma is racing to build at home. Buckle up—it's a week of politics, profits, and power plays. 🔍💼

📰 Your Daily Financial Digest - April 11th, 2025

🌍 Economics & Finance:

1. U.K. Economy Grows 0.5% in February, Beating Forecasts 📈
   Growth was driven by a 0.3% boost in services and a 1.5% surge in industrial output. The pound rose 0.6% following the data. Read More

2. China Slaps 125% Tariff on U.S. Goods in Retaliation Move ⚔️
   China escalates the trade war, hiking tariffs on American imports from 84% to 125%, mirroring the U.S.'s recent increases. No signs of de-escalation in sight. Read More

3. U.S. Inflation Cools to 2.4% as Gas Prices Tumble ⛽
   March CPI dropped 0.1%, surprising markets. Core inflation hit a 4-year low at 2.8% thanks to falling fuel and used car prices. Read More

4. Prada Acquires Versace for $1.4 Billion in Luxury Power Move 👠
   The long-rumored deal nearly collapsed due to tariff concerns, but now it’s official, Prada will own the iconic Italian brand by late 2025. Read More

💻 Technology:

1. Walmart Expands Drone Delivery with Zipline in Texas 🚁
   New P2 Zips deliver up to 8 lbs within 10 miles in 30 minutes. Walmart has already logged 120K drone deliveries since 2021. Read More

2. Ripple Buys Prime Broker Hidden Road for $1.25 Billion 💸
   The crypto firm’s largest deal yet boosts institutional infrastructure and introduces RLUSD stablecoin as loan collateral. Read More

3. Transcarent Finalizes $621M Merger with Healthtech Peer Accolade 🏥
   The merger enhances care navigation for self-insured employers, removing Accolade from Nasdaq as Transcarent scales services. Read More

💹Earnings:

1. JPMorgan Crushes Q1 Estimates with $46B Revenue 💰
   The bank posted $5.07 EPS vs. $4.61 expected and beat revenue forecasts, despite rising recession fears amid tariff turmoil. Wall Street trading desks outshined sluggish deal-making. Read More

2. Constellation Beats Q4 Expectations But Slashes 2026 Forecast 📉
   EPS hit $2.63 vs. $2.28 expected, but new 25% aluminum tariffs threaten Modelo’s margins as beer outlook turns flat. Read More

3. CarMax Misses Q4 Estimates, Suspends Growth Targets 🚗
   Used vehicle sales fell short, with 301,811 units sold vs. 312,800 expected. Long-term goals for 2M sales are now on hold. Read More

4. Boeing Delivers 130 Planes in Q1, Outpacing Forecasts 🛫
   Aircraft deliveries beat estimates as Boeing rebounds from 2024’s strike and safety issues. Commercial output rose 128% YoY. Read More

🔍 Deep Dive: Tariff Threats & Pharma Giants—Why Novartis Is Investing $23B in the U.S.💊🏗️💰

What’s happening?
Swiss pharmaceutical giant Novartis announced a $23 billion investment to build and expand 10 U.S. facilities over the next five years. This move comes amid escalating tariff threats from the Trump administration on pharmaceutical imports.

Why now?
President Trump recently floated the idea of a 25%+ tariff on imported drugs, rattling global drugmakers. Though pharma was exempt from the latest “Liberation Day” tariffs, industry stocks dipped due to uncertainty. Novartis' move is a proactive bet on U.S. soil to sidestep potential trade barriers.

What’s in the deal?

• $1.1 billion will go into a cutting-edge San Diego R&D hub, opening in 2028-2029.

• New cancer therapy plants are planned for Texas and Florida.

• The project will create 1,000+ skilled jobs and 3,000+ support roles.

• Total U.S. investment over 5 years: $50 billion, including previous expansions.

Why it matters for investors:
Novartis is securing its U.S. market access while boosting innovation. This ensures regulatory stability, proximity to customers, and insulation from global trade risks—key factors for long-term shareholder confidence.

Interesting fact:
Novartis is the only company with a fully commercialized RLT (Radioligand Therapy) portfolio, a cancer treatment approach that’s rapidly gaining traction.

Apple's New Smart Display Confirms What This Startup Knew All Along

Apple has entered the smart home race with its new Smart Display, firing a $158B signal that connected homes are the future.

When Apple moves in, it doesn’t just join the market — it transforms it.

One company has been quietly preparing for this moment.

Their smart shade technology already works across every major platform, perfectly positioned to capture the wave of new consumers Apple will bring.

While others scramble to catch up, this startup is already shifting production from China to its new facility in the Philippines — built for speed and ready to meet surging demand as Apple’s marketing machine drives mass adoption.

With 200% year-over-year growth and distribution in over 120 Best Buy locations, this company isn’t just ready for Apple’s push — they’re set to thrive from it.

Shares in this tech company are open at just $1.90.

Apple’s move is accelerating the entire sector. Don’t miss this window.

Act Fast- Apple’s Halo effect is coming

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To your financial empowerment, The Money Masters Team

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DISCLAIMER: This information is for educational purposes only and does not constitute financial advice. The publisher does not accept any responsibility for any losses incurred as a result of actions taken based on the information provided. Always conduct your own research or consult with a financial advisor before making any investment decisions.