DFG Navigator Archives | June 2025
Your Capital Markets Snapshot: Technology Companies Reported Strong Earnings
Last week, technology companies reported strong earnings, with NVIDIA showing strong growth in AI chip demand despite trade restrictions. However, ongoing tariff disputes continued to create uncertainty, impacting market sentiment. Courts are reviewing Trump’s authority to enact certain tariffs, which has increased the level of uncertainty surrounding US trade policy. The S&P 500 rose by about 6% in May, but US equities are still essentially flat on the year after the volatility of recent months. Despite some downward revisions due to tariff issues, earnings growth for the S&P 500 is projected to remain stable, supported by a strong labor market. Economic indicators showed mixed results, with improvements in consumer confidence and personal income, but an unexpected rise in jobless claims. Investors should stay diversified, strategically rebalance their portfolios, and stay invested as market volatility is expected in the coming months. Time in the market is greater than timing the market. Read more … Your Capital Markets Snapshot: Technology Companies Reported Strong Earnings