Breaking news hits Morning Trade Live as AMD Inc. (AMD) reports it will lose $800 million over U.S. export restrictions. Diane King Hall makes the comparison to Nvidia (NVDA) facing similar issues, and the concern that DeepSeek's disruption still lingers over the A.I. trade. United Airlines (UAL) lifted off with better-than-expected earnings and what Diane calls its "best of times, worst of times" guidance approach. J. B. Hunt (JBHT) slid due to its lower profits as the transport industry struggles, as did Target (TGT) after a Goldman Sachs downgrade.