Trump, Wall Street and tariffs
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Nvidia, Market Cap
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Stifel's Barry Bannister believes the stock market is in store for a 12% correction amid stagflation fears.
Stocks are off to a sluggish start on Wall Street, while Delta Air Lines led a rally in airline stocks after releasing a solid outlook for the rest of 2025.
The White House rolled out a series of new tariff announcements this week, yet the S&P 500, Nasdaq, bitcoin, and Nvidia have all notched all-time highs over the last 24 hours. Meanwhile, the VIX — Wall Street’s fear gauge — has collapsed well below its long-run average after surging to historic highs in April.
A mixed day of trading left the U.S. stock market split, as Wall Street’s momentum slowed after setting record highs in each of the last two days
When that happens, Wall Street may see a dramatic resurgence of two types of stocks that have been left on the sidelines recently: small-company stocks and so-called value stocks, meaning the stocks of less glamorous, slower-growing companies that also happen to be reasonably cheap in relation to their earnings, dividends and net assets.
A day after Nvidia set a new record by reaching a $4 trillion market cap, at least three Wall Street analysts issued new reports that rated the stock a buy, according to Bloomberg data. The bulls pointed to Nvidia’s role as the premier chipmaker and the fact that compared to its fundamentals, the stock is still trading at a fair price.