Happy Tuesday! The latest round of 25% tariffs on steel and aluminum imports is already stirring controversy, with economists warning of rising costs for manufacturers and consumers alike. Find out which industries could feel the most pain — and which stocks are rallying in response. Also, read how investors can navigate the current turmoil.

—Josh Enomoto

Plus, if you’re looking for a new investment in autonomous mobility, check out today’s sponsor.

MARKET RECAP

Yesterday: Stocks climbed Monday, with the S&P 500 and Nasdaq advancing as broad sector leadership supported gains. Bond yields held steady as markets looked ahead to key inflation data and its implications for Fed policy. Investors remain focused on trade developments and the potential for shifting market leadership beyond mega-cap tech.

On Our Radar: All eyes are focused on tomorrow’s core CPI report, which should provide an important clue regarding inflation. In the corporate sphere, ride-sharing firm Lyft will disclose its earnings results after today’s closing bell.

TOP STORY

Trump's 25% Tariffs A 'Self-Inflicted Wound,' Says Economist Amid Warnings Of Fewer American Jobs — Peter Schiff Says You'll Pay More For Cars And Homes

President Trump’s sweeping metal tariffs are drawing sharp criticism from economists, who argue they will drive up costs for everything from cars to homes while reducing manufacturing competitiveness.

See how markets are reacting — and which stocks are poised to benefit or take a hit.

SPONSORED CONTENT

Aeva Makes A Splash At CES With New LiDAR Sensor And New Partnerships

Aeva Technologies Inc. (NYSE: AEVA) had a busy time at this year’s CES trade show, announcing its most technologically advanced LiDAR sensor, which it says is an industry-first functional behind-windshield LiDAR integration in a passenger vehicle, and expanding its partnership with Daimler Truck and Torc Robotics. 

Its newest sensor, the Atlas Ultra, boasts three times the resolution of Atlas and a configurable field of view with up to 150 degrees of vision across the horizon. On-sensor perception software enables unique detection capabilities at a maximum detection range of up to 500 meters. That and more features can enable OEMs to achieve SAE 3 and 4 autonomous driving levels. 

As for its expanded deal with Torc, the two are getting closer to making self-driving trucks a reality. To learn more about Aeva and its newest sensor, click here. 

This is a paid ad. Please see 17b disclosure here for more information.

FIVE ZINGERS

Quick Exit: Despite Palantir continuing on its upward trajectory, Cathie Wood's Ark Invest is a prominent seller. Discover the fund's other major transactions, including what Ark is buying.

Hot Water: Oil prices climbed on Monday as the threat of a ceasefire breaking down in Gaza roiled the geopolitical arena. Read about what's causing tensions to flare up.

Happy Meal: Fast-food giant McDonald's will open 2,200 new restaurants amid a sluggish start to the new year. Learn how the chain plans on restoring its competitiveness.

Genius Move: According to YouTuber and reviewer Nikias Molina, Apple's Super Bowl sponsorship effort was "discretely genius." Learn what prompted the big compliment.

Hard Reset: Investors are now recalibrating their expectations regarding future Fed rate cuts. Here's what prompted the shift in thinking.

SPECIAL OFFER

The Insider Report: Navigating Tariff Tantrums And Tech Strengths

Editor’s Note: Every week, Benzinga Edge members receive the Insider Report. It’s a rundown of what to expect from the markets in the week to come, which sectors are outperforming and why, and most importantly, a selection of hand-picked stocks that are poised to move up because of that week’s trends. Here’s a sneak peek:

Call it the Trump Tape or the Tariff Tantrums, but we're seeing a new type of market take shape in 2025. It's largely characterized by tremendous intraday volatility, but what's interesting is that if you zoom out and look at the charts from a long enough timeframe, nothing has really changed.

Going into this week, we have key inflation numbers. CPI is back on the table, and you best believe the Fed is watching this closely as they try to talk their way around keeping the next rate cut pushed back until June or July.

To be fair, I don't think people give the Fed enough credit for actually listening to the market. I think it's largely for show that they pretend to use backward-looking economic data to make decisions on rate policy.

To keep reading and to find out how investors can get in front of the noise, sign up for the Insider Report here.

SPONSORED CONTENT

The Clock is Ticking—Final Hours To Invest In ‘The Biggest Disruption To IP Since Disney’

Fun fact: Disney’s princess IP has generated over $46.4 billion in revenue!

Here’s another: Elf Labs secured 100+ historic trademarks for characters like Cinderella, Little Mermaid and Snow White! Now, they’re using advanced patented tech to bring them to life right in your living room.

🚀 Think headset-free VR and AI-powered talking toys.

Now, get this—they’re launching three new princess franchises in 2025 (two already funded) and are backed by a team that’s previously closed over $6 billion in licensing deals.

But here’s the catch—only limited shares remain, and their investment round closes tomorrow. 

Cinderella’s magic ended at midnight—don’t let yours—Invest Now.

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