AI Boom & Trump’s Tech Tariff Twist: What’s Next for Stocks in 2025?

In 2025, markets may see tempered gains after two years of 25%+ returns, yet optimism remains fueled by AI's rising role and strong U.S. equity prospects. While investor sentiment shifts from skepticism to optimism, caution is key as signs of euphoria loom. Meanwhile, Trump’s April 2025 tariff exemptions on key tech imports—including iPhones, chips, and laptops—offer a temporary lifeline to tech giants like Apple and Nvidia. Though the move softens trade war impacts, long-term manufacturing shifts remain uncertain amid global supply chain dependencies and geopolitical risks. On Cyrus Says & Mangalam Maloo discuss the about the same.

AI Boom &amp; Trump&rsquo;s Tech Tariff Twist: What&rsquo;s Next for Stocks in 2025?
In 2025, markets may see tempered gains after two years of 25%+ returns, yet optimism remains fueled by AI's rising role and strong U.S. equity prospects. While investor sentiment shifts from skepticism to optimism, caution is key as signs of euphoria loom. Meanwhile, Trump&rsquo;s April 2025 tariff exemptions on key tech imports&mdash;including iPhones, chips, and laptops&mdash;offer a temporary lifeline to tech giants like Apple and Nvidia. Though the move softens trade war impacts, long-term manufacturing shifts remain uncertain amid global supply chain dependencies and geopolitical risks. On Cyrus Says &amp; Mangalam Maloo discuss the about the same.

Broadcasting through the week with a rotating panel of guests, Cyrus Says is the definitive show on life in urban India, politics, sports, civic sense, traffic, kids, food, and everything that matters. Mostly.

Broadcasting through the week with a rotating panel of guests, Cyrus Says is the definitive show on life in urban India, politics, sports, civic sense, traffic, kids, food, and everything that matters. Mostly.

Cyrus Says

Gold Rates 1 lakh? ft. Mangalam Maloo | Cyrus Says

Welcome to Cyrus Says!

On this episode of Cyrus Says, Kushal Shrivastava, Abhijeet Singh Parmar and Nikhil Ravi, the makers of Netflix’s Operation Safed Sagar, join Cyrus Broacha to talk about recreating the Indian Air Force’s role in the Kargil War.

Kushal, who served in the Indian Air Force, along with Abhijeet and Nikhil, share how the series grew from an idea into a nearly five-year project. The team researched the Golden Arrows squadron, spoke to fighter pilots, veterans and families, and recreated intense MiG-21 missions, including bombing operations at extreme altitudes.

They also talk about shooting at real Air Force locations, correcting common film clichés, casting the right actors, and balancing authenticity with cinematic storytelling while respecting the real people behind the story.

Listen to the full episode for the inside story of Operation Safed Sagar, Kargil, the Indian Air Force, MiG-21s and the making of the Netflix series.

Welcome to Cyrus Says! On this episode of Cyrus Says, Kushal Shrivastava, Abhijeet Singh Parmar and Nikhil Ravi, the makers of Netflix&rsquo;s Operation Safed Sagar, join Cyrus Broacha to talk about recreating the Indian Air Force&rsquo;s role in the Kargil War.
Kushal, who served in the Indian Air Force, along with Abhijeet and Nikhil, share how the series grew from an idea into a nearly five-year project. The team researched the Golden Arrows squadron, spoke to fighter pilots, veterans and families, and recreated intense MiG-21 missions, including bombing operations at extreme altitudes.
They also talk about shooting at real Air Force locations, correcting common film clich&eacute;s, casting the right actors, and balancing authenticity with cinematic storytelling while respecting the real people behind the story.
Listen to the full episode for the inside story of&nbsp;Operation Safed Sagar, Kargil, the Indian Air Force, MiG-21s and the making of the Netflix series.

Operation Safed Sagar Makers on Kargil, MiG-21s & Recreating the Indian Air Force! | Cyrus Says

Before Ishwak Singh became Imran Ansari in Paatal Lok and Dr Vikram Sarabhai in Rocket Boys, he was an architect designing schools, hotels and even his own house. He was also doing unpaid theatre in Delhi and appearing in film montages that his own friends struggled to spot.

In this episode of Cyrus Says, Ishwak talks about leaving architecture for acting, his blink-and-miss appearances in Raanjhanaa and Tamasha, learning from Manoj Bajpayee on Aligarh and finally finding his breakthrough with Paatal Lok.

He also reveals how Made in Heaven changed his dating life, teaches Cyrus some sign language from Berlin, discusses playing Taapsee Pannu’s husband in Gandhari and shares details about his upcoming projects, including the film during which he fractured his foot.

Expect architecture, Delhi fights, dating apps, martial arts, Cyrus’s questionable sign language and a particularly chaotic round of Cyrus Lies.

Watch the full episode now!

Before Ishwak Singh became Imran Ansari in Paatal Lok and Dr Vikram Sarabhai in Rocket Boys, he was an architect designing schools, hotels and even his own house. He was also doing unpaid theatre in Delhi and appearing in film montages that his own friends struggled to spot.
In this episode of Cyrus Says, Ishwak talks about leaving architecture for acting, his blink-and-miss appearances in Raanjhanaa and Tamasha, learning from Manoj Bajpayee on Aligarh and finally finding his breakthrough with Paatal Lok.
He also reveals how Made in Heaven changed his dating life, teaches Cyrus some sign language from Berlin, discusses playing Taapsee Pannu&rsquo;s husband in Gandhari and shares details about his upcoming projects, including the film during which he fractured his foot.
Expect architecture, Delhi fights, dating apps, martial arts, Cyrus&rsquo;s questionable sign language and a particularly chaotic round of Cyrus Lies.
Watch the full episode now!

Ishwak Singh on Made in Heaven, Paatal Lok & His Unexpected Dating Upgrade

Comedian Aakash Mehta joins Cyrus Broacha for another chaotic edition of Cock & Bull with Cyrus, covering everything from shampoo smuggling and European tour logistics to comedy controversies, Test cricket and Indian politics.

Aakash talks about travelling to London, Oslo and Amsterdam, carrying suspiciously specific gifts for friends abroad, and why Indians inevitably become international couriers for snacks, shampoo and other home comforts.

The conversation then turns to Samay Raina and India’s Got Latent, with Cyrus and Aakash debating outrage, offensive comedy and why making jokes about cultural differences can sometimes bring people closer rather than push them apart.

They also get into Mumbai restaurant hygiene and food inspections, Tukaram Mundhe’s enforcement drive, Indo-Chinese food, the decline of patient Test batting, Pakistan’s missing fast bowlers, Imran Khan, Bihar paying influencers to promote government schemes, Bengaluru traffic cops, VIP culture, PDA laws and the strange things politicians manage to get away with.

 

Comedian Aakash Mehta joins Cyrus Broacha for another chaotic edition of Cock &amp; Bull with Cyrus, covering everything from shampoo smuggling and European tour logistics to comedy controversies, Test cricket and Indian politics.
Aakash talks about travelling to London, Oslo and Amsterdam, carrying suspiciously specific gifts for friends abroad, and why Indians inevitably become international couriers for snacks, shampoo and other home comforts.
The conversation then turns to Samay Raina and India&rsquo;s Got Latent, with Cyrus and Aakash debating outrage, offensive comedy and why making jokes about cultural differences can sometimes bring people closer rather than push them apart.
They also get into Mumbai restaurant hygiene and food inspections, Tukaram Mundhe&rsquo;s enforcement drive, Indo-Chinese food, the decline of patient Test batting, Pakistan&rsquo;s missing fast bowlers, Imran Khan, Bihar paying influencers to promote government schemes, Bengaluru traffic cops, VIP culture, PDA laws and the strange things politicians manage to get away with.
&nbsp;

Gold Rates 1 lakh? ft. Mangalam Maloo | Cyrus Says

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