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China-based firms look to skirt the tariffs: Some have reached out to Indian exporters to fill orders on their behalf, while others turn to bonded warehouses.

Walmart promises support for tariff-hit Chinese manufacturers: The retailer will help suppliers get in front of domestic shoppers as it tries to stay on Beijing鈥檚 good side.

Retailers aren鈥檛 likely to get certainty any time soon: The Trump administration is considering slashing China tariffs down to a still-astronomical 50% or 65%, leaving merchants to stay cautious on merchandising.

Australia will exempt YouTube from its under-16 social media ban: The promise is receiving backlash from Meta and TikTok, and will require brands to adapt.

Nvidia woos global AI partners, HP shifts output to Mexico and Vietnam, and Lenovo pivots to India鈥攃lear signs that risk mitigation now outweighs China鈥檚 diminishing cost advantage.

Trump鈥檚 鈥淟iberation Day鈥� tariffs landed harder than expected. Uncertainty remains, given the pause on reciprocal tariffs for countries willing to negotiate with the US鈥攁long with an escalating trade war with China. Which markets will take the greatest hits? And how might our US forecasts change?

The Trump administration injects more uncertainty into supply chains with new ship fees: While less stringent than initially proposed, the levies will raise costs and complicate operations.

The news: Ad quality has a big impact on whether gamers will stay in the game or walk away from a session. Over half (52%) of gamers in the US, the UK, Germany, and Japan would quit playing if they encountered multiple disruptive ad features, per Deloitte鈥檚 Quality Drives Value: A Look into Mobile Gaming Ads survey. Our take: Prioritizing features like rewards and skip options can help players feel in control and properly compensated for their time, helping mobile gamers to stay engaged, click through, and return. Poorly timed or deceptive ads, on the other hand, risk alienating gamers and increasing churn.

The news: Amazon is testing humanoid delivery robots, per The Information, which could work in tandem with human drivers or as part of an autonomous fleet of delivery vehicles. The humanoid robotics team is working on incorporating large language models (LLMs) from Chinese companies DeepSeek and Alibaba so the bots can contextualize real-world surroundings. Our take: Delivery bots could help with heavy loads and ease the burden on human drivers, but Amazon might be better served with a less human form factor, such as a platform with walking legs to carry packages. The focus on humanoids could limit functionality, and bringing the uncanny valley to consumers鈥� front door could be off-putting.

Temu pulls its Google Shopping ads: The escalating US-China trade war puts the company鈥檚 business model at risk and threatens ad giants like Meta and Google.

Retail sales in China in March grew 5.9%: Government subsidies drove the fastest growth since December 2023, but the escalating US鈥慍hina trade war is likely to curb spending in the months ahead.

Discounts are a primary motivator for TikTok Shop purchases: But that tactic may not be sustainable for sellers reeling from the impact of China tariffs.

JD plans $27.9 billion investment in Chinese manufacturers to ease tariff impact: Ecommerce peers Alibaba and Meituan will join to help export-oriented companies attract domestic customers.

Shein, Temu take advantage of tariff reprieve: Shein is raising prices while Temu resumes China shipments, as both retailers try to undo a sales slump.

Walmart will raise prices soon to offset 鈥渢oo high鈥� tariffs: Even with the reduction in China duties, the cost is too much for the retailer and its suppliers to absorb.

UK regulators approve Shein IPO in a victory for China: While it may be too late for the fast-fashion retailer, the move could put the UK in China鈥檚 good graces and protect it from the worst of the trade war.