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Tariffs And Policy Uncertainty Shadow The Stock Market Rally

Uncertainty over Trump policies lurks as market nears record highs. Citi warns of potential downside risk, while others see muted impact of tariff delays. Investors weigh potential impact of Mexico/Canada tariffs as deadline approaches.

Nvidia Earnings: Not the Market Mover It Once Was

The S&P 500's rally has been led by a broader range of stocks this year, with Nvidia's contribution declining. Despite slowing growth, the chipmaker's importance remains due to its central role in the AI trade.

Block's Growth Slows Amid BNPL Concerns

Block shares drop 8% on spending slowdown, BNPL concerns

Gold Soars to Record High as Trade Tensions, Geopolitical Risks Spur Demand

Gold hits record highs near $3,000 as trade war, Ukraine-Russia conflict escalate; Trump's Fort Knox comments add to speculation.

Fed Officials Sound Note of Caution on Inflation Amid Tariff, Immigration Concerns

Fed Official Warns of Inflation Concerns Amid Tariff Talk

US Stocks Retreat Amid Walmart Outlook and Trump's Policies

US stocks pulled back on Thursday as investors scrutinized Walmart's (WMT) outlook and weighed the impact of President Trump's planned tariffs and government overhaul policies.

US Stock Futures Barely Move Despite Weak Walmart Outlook

US stock futures struggle for direction after Walmart's weak earnings outlook. Existing home sales data, consumer sentiment reading, Celsius Holdings' acquisition, Dropbox's slowdown, and Meta's equity cuts in focus.

Trump Policy Uncertainty Looms Over Stock Market Rally

The stock market has rallied despite uncertainty over potential policy changes from President Trump. Experts warn that much of the positive news surrounding Trump's policies may be priced into the market, leaving room for disappointment if those policies don't materialize. Tariffs, particularly those on Mexico and Canada, are a major concern for investors, and their potential implementation could lead to a 5-10% market pullback.

Nvidia: No Longer the Center of the Market's Universe

Nvidia's earnings report next week may not be the market-moving event it once was, as the broader market rally reduces its impact. While Nvidia remains a major player in AI, its growth trajectory is slowing and its stock price may not react strongly to earnings.

Indian Pharma Firms to Stay Competitive in US Despite Tariff Threats

Indian pharmaceutical companies are confident they can retain their dominance in the U.S. generic drug market despite potential tariffs due to their competitiveness.