Wall Street Breakfast Podcast: Canada's Tariffs Go Live

Canada imposed retaliatory tariffs on $20B of U.S. goods, escalating bilateral trade tensions and creating potential cost and supply-chain disruption for North American manufacturers. Separately, ASML secured High-NA EUV lithography commitments from Samsung, TSMC and Intel, supporting long-term semiconductor capital-equipment demand, although customer adoption timelines extend through 2030.