This report comes from today’s CNBC Daily Open, our international markets newsletter. CNBC Daily Open keeps investors updated on everything they need to know, no matter where they are. Like what you see? You can subscribe here.

Trump to announce investments in AI infrastructure
President Donald Trump Tuesday Announcing the establishment of a joint venture — Stargate — OpenAI, Oracle and SoftBank Investments have committed an initial investment of $100 billion and up to $500 billion over the next four years in U.S. artificial intelligence infrastructure.

Trump’s SEC forms ‘Cryptocurrency Task Force’
this The U.S. Securities and Exchange Commission announced Acting Chairman Mark Uyeda “Cryptocurrency Task Force” established It aims to “develop a comprehensive and clear regulatory framework for crypto-assets.” The SEC added that the group is tasked with developing a clear set of rules while also resolving issues regarding coin registration. The announcement pushed Bitcoin up about 2.4% to above $106,000.

Netflix surges, raises prices
Netflix shares surge Announcement of fourth quarter results Revenue and profit exceeded expectations in the quarter, and the number of paying members exceeded 300 million. The company will Raise prices on most U.S. plans. It will also increase prices in Canada, Portugal and Argentina.

Markets rise on Trump tariff delays
wall street stocks On Tuesday, investors assessed Trump’s comments and first-day actions on international trade as somewhat more dovish than initially thought. The president did not authorize new tax measures on his first day back in the Oval Office, instead sending Dow Jones Industrial Average It rose more than 500 points, or 1.24%. this S&P 500 Index up 0.88%, Nasdaq Composite Index up 0.64%. in Europe, pan-European Stoke 600 It closed up about 0.4%.

(PRO) A meaningless stock market
The stock market is once again close to historical highs, but the investment landscape is full of contradictions that are difficult to balance. said Henry Allen, macro strategist at Deutsche Bank. He noted that in several parts of the market, investors appeared to be betting on more optimistic possible outcomes, despite evidence that they should be more cautious.

Although he did announce that he was “considering” 25% tariffs on Canada and Mexico, and Impose 10% tariff on China. For reference, the 47th president threatened to impose tariffs of 10%-20% globally during the campaign, and up to 60% on China.

Investors seem fine with Trump’s first day Major U.S. benchmarks rose on Tuesday.

“President Trump’s tariff policy announced on Inauguration Day was more dovish than expected,” Goldman Sachs chief U.S. political economist Alec Phillips said in a note to clients. “Currently, it is a lower priority than expected.” our expectations.”

China tries to dissuade Trump on tariffs Vice Premier Ding Xuexiang said Speaking at the World Economic Forum in Davos, “There is no way out for protectionism. (A) trade war has no winners.”

Ding quoted Chinese President Xi Jinping’s 2017 speech: “Engaging in protectionism is like locking yourself in a dark room. Wind and rain can be kept out, but light and air cannot be blocked.”

Tariffs could undercut Trump’s claims of America’s ‘golden age’ last year, Morgan Stanley’s chief economist warned that tariffs will “significantly” drag down U.S. economic growth in 2026.

One might say that for Trump, tariffs may be a way for him to sow wind and reap a whirlwind.

—CNBC’s Alex Harring, Brian Evans, Evelyn Cheng and Lee Ying Shan contributed to this report.