The headlines are heating up — a favorable tariff ruling is in, stocks are climbing, and the S&P 500 is suddenly looking like it’s got a date with 6000. Too optimistic, or are we witnessing the start of another leg up in this seemingly unstoppable bull market?
📈 Tariff Ruling = Risk-On Rally?
The recent tariff developments — whether a rollback, reclassification, or simple delay — have given investors the clarity they’ve been craving. Fewer trade tensions? That spells good news for multinationals, tech firms, industrials, and just about everyone with a global supply chain.
Markets love predictability. And when geopolitics step back, earnings and fundamentals take center stage. That’s where the rally gains traction.
💪 Earnings, Economy, and AI Tailwinds
Tariffs may have lit the match, but it’s earnings and innovation that fuel the fire.
AI remains a dominant driver: Companies tied to AI infrastructure, chips, and software are smashing estimates.
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