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Investors Have Mixed Opinions About the ‘Taco Trade’

Wall Street’s New Buzzword: TACO Trade

In the concrete jungle where trends come and go quicker than a subway ride, the “Trump Trade” has undergone a transformation. Nowadays, investors are all ears about the “TACO Trade,” standing for “Trump Always Chickens Out.” A Financial Times columnist coined this catchy nickname, and it’s making the rounds among investors and analysts. The President himself wasn’t exactly chuckling when asked about it during a press conference.

Navigating Through Tariff Twists

The ride on Wall Street has been anything but smooth. The stock market’s on edge, thanks to the twists in Trump’s tariff strategies that seem to pop up like street vendors around the holidays. But after the turmoil unleashed by the April “Liberation Day” tariff announcements, some investors reckon Trump has a habit of tweaking policies to appease the market. This belief has led to some optimistic chatter—maybe trade negativity will bounce right back soon.

The Rock and Roll of Trade Policies

The early days of President Trump’s second term have seen markets climbing faster than a New York City skyscraper. Stocks like Tesla (TSLA) and cryptocurrency made noticeable jumps. But all this action isn’t without its ups and downs, stirred by the shakeup in global trade policies. Every day is a guessing game—what will Trump do next, and how will it impact the market tomorrow? As the financial scene morphs, discerning these daily shifts becomes crucial for savvy investors looking to avoid a nasty fall.

Read more about the TACO Trade here.

GlobalFoundries to Spend $16B to Boost U.S. Production

A Homegrown Chip Revolution

Over in Malta, New York, the chip-maker giant GlobalFoundries is investing a massive $16 billion to ramp up U.S. production. GlobalFoundries is responding to Trump’s push for domestic chip production and the booming demand for AI products. With notable clients like Apple (AAPL) and AMD, GlobalFoundries is riding the wave of tech innovation.

More Than Just Semiconductors

CEO Tim Breen is making strides in innovation, earmarking more than $13 billion for New York and Vermont expansions and modernizations. The company’s New York Advanced Packaging and Photonics Center is also getting a boost. Throw in another $3 billion for R&D on cutting-edge tech like gallium nitride, and you have a tech revolution in the making.

GlobalFoundries shares climbed 2.3% on Wednesday, showcasing the market’s faith in their plans. Their bet on AI is a smart move as the demand continues to surge in our tech-driven world.

Discover more about GlobalFoundries’ ambitious plans here.

Stocks Get Another Upgrade on Wall Street as Tariff Fears Fade

Analysts Take a Bullish Turn

Wall Street is loosening up a bit. With tariff fears fading like snow in spring, Barclays analysts raised their S&P 500 forecast to 6,050. Other firms are jumping on the optimistic bandwagon too, including Deutsche Bank and UBS.

A Year of Uncertainty

Still, it hasn’t been all sunshine and rainbows. Despite the recent upgrades, 2025 started with more cautious vibes. Investors were eager about Trump’s business-friendly promises, but the tariff tango kept the mood slightly sober. Only a couple of firms haven’t lowered their S&P 500 expectations.

Get the full scoop on Wall Street’s changes here.

Apple Stock Gets a Downgrade from Needham Analysts

Needham’s Not So Sweet on Apple

Needham analysts are putting Apple on hold. With a valuation matching Park Avenue real estate, they think it’s too pricey compared to its Big Tech buddies. The forecasted iPhone upgrade cycle isn’t wowing them either.

The Smartphone Shuffle

Apple’s stock has taken a nosedive, losing around 19% since 2025 began. They might be sliding, but it’s not over for Apple. Analysts have varying opinions, with some still holding their “buy” ratings.

iPhone tariffs and rising competition have thrown wrenches into Apple’s plans. Meanwhile, their AI strides could be a game-changer, adding some shimmer to their future prospects.

Find out more about Apple’s market challenges.

CrowdsStrike Shares Slide, But Analysts Stay Bullish

Cybersecurity’s Shifting Sands

CrowdStrike might be having a rough patch with their revenue forecast, but analysts are still backing them. Despite a recent dip, their shares have surged by 34% in 2025.

New Price Targets Amid Turbulence

Major banks are still bullish, some even raising their price targets. Bank of America, while cautious, sees CrowdStrike’s fundamentals as solid. On the AI front, Deutsche Bank’s nod to CEO George Kurtz’s insights shows confidence in better cyber defense needs.

Explore CrowdStrike’s outlook further here.

These are JPMorgan’s Top Internet Stock Picks

Big Tech’s Bright Future

JPMorgan’s looking at a brighter horizon for internet stocks as tariff worries ease. They’ve raised their price targets for tech giants like Amazon and Meta, each having unique growth catalysts.

The Underdogs Get a Nod

Not only are the big players getting attention, but smaller names like Spotify and Etsy are also on the list. They’re expected to thrive with easing tariffs. Platforms from Google to Duolingo show how diverse the landscape has become for savvy investors.

Discover more about JPMorgan’s stock picks.