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Posted July 29, 2025 at 9:30 am
Trump administration mulls charging patent holders 1%-5% fee
Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly:
The U.S. has frozen tech export curbs on China to avoid disrupting trade talks and help President Trump secure a 2025 meeting with President Xi Jinping, The Financial Times’ Demetri Sevastopulo reports. In April, Trump’s team told Nvidia (NVDA) it would block the export of its H20 chip, which was designed for the Chinese market, but Trump reversed course following direct lobbying from Nvidia CEO Jensen Huang. Other publicly traded companies in the space include AMD (AMD), Intel (INTC), Marvell (MRVL), Microchip (MCHP), Micron (MU), Qualcomm (QCOM) and Texas Instruments (TXN).
The White House is weighing a plan to raise tens of billions of dollars with a new fee that would overhaul the patent system, a radical move that would likely draw pushback from businesses, the Wall Street Journal’s Amrith Ramkumar reports. Officials at the Commerce Department are weighing charging patent holders 1%-5% of their overall patent value, a change that could boost fees, the author says, citing people familiar with the matter. Publicly traded companies in the pharma space, which relies on patents, include AstraZeneca (AZN), Bristol Myers (BMY), Eli Lilly (LLY), GSK (GSK), Johnson & Johnson (JNJ), Merck (MRK), Novartis (NVS), Pfizer (PFE), Roche (RHHBY) and Sanofi (SNY).
The Trump admin has listened to proposals that would alter its U.S. policy with Myanmar, with the aim of diverting its rare earth minerals away from China, Trevor Hunnicutt, David Brunnstrom, Devjyot Ghoshal and Poppy Mcpherson of Reuters report, citing four people with director knowledge of the discussions. Nothing has been decided upon, but, if the ideas are to be acted on, Washington might need to make a deal with the rebels controlling most of the country’s rare earth deposits. The Fly notes that companies involved in the development and mining of rare earth minerals include: Nova Minerals (NVA), Ioneer (IONR), Lynas Rare Earths (LYSCF), MP Materials (MP), Energy Fuels (UUUU), NioCorp (NB) and VanEck Vectors Rare Earth/Strategic Metals ETF (REMX).
The Trump Organization has filed a lawsuit against Amazon (AMZN), Walmart (WMT), and eBay (EBAY) sellers, accusing them of peddling knockoff merchandise promoting President Donald Trump, CNBC’s Annie Palmer reports. The Trump Organization, which sells a variety of branded merchandise through its website, claims that several unnamed businesses sold unauthorized coffee mugs, hats and other goods bearing Trump trademarks. “By selling counterfeit products that purport to be genuine and authorized products using the TRUMP trademarks, defendants cause confusion and deception in the marketplace,” the complaint states. The suit was filed on Friday in U.S. District Court in Florida.
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Originally Posted July 29, 2025 – Trump Trade: U.S. freezes tech export curbs to secure trade deal with China
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This material is from The Fly and is being posted with its permission. The views expressed in this material are solely those of the author and/or The Fly and Interactive Brokers is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to buy or sell any security. It should not be construed as research or investment advice or a recommendation to buy, sell or hold any security or commodity. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.
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