Tracking Consumers & Nvidia’s Investing

How is the US consumer doing? Jackie examines the evidence. Trump tariff turmoil likely distorted the clues in March retail sales, and Tesla and Amazon weighed on the S&P 500 Consumer Discretionary index. We take a look at bank consumer lending and Americans' trips to Vegas for clues. Also: US importers appear suddenly to have stopped front-running tariffs as they work down inventories. Much anecdotal evidence even suggests they’re cancelling orders already placed. … And: In the wake of new government export restrictions costing Nvidia big bucks, we look at the acquisitions that expand the company's offerings beyond chips.