The real reason semiconductor stocks are rallying

These companies weren’t even directly targeted by the tariffs. So what's all the fuss about?
Read more about These companies weren’t even directly targeted by the tariffs. So what's all the fuss about?‘Unprecedented uncertainty” destroys Walmart and Delta guidance
“Nothing is over yet”—Here's why this stock rebound could be sucker’s rally
Microsoft recent move threaten’s SMCI stock’s rally
Wharton Professor calls out GOP hypocrisy in Trump’s trade agenda

64 S&P 500 companies have been paralyzed by 'uncertainty'
The word "uncertainty" popped up 117 times in proximity to the word "policy" in conversations between executives at 64 S&P 500 companies and Wall Street analysts last quarter

GE Vernova (GEV) stock gets pulled into market sell-off as China strikes back
GE Vernova, which spun out from General Electric’s energy business in 2024, faces an uncertain future as the U.S. and China exchange tariff blows