Tech Beats Tariffs: Strong Week Closes on a High Note

Markets Rally Despite Tariff Tensions

Rally

US stocks wrapped up a strong week with another positive day, powered by tech strength and resilient earnings:

Dow Jones: +20 points (+0.05%)
$S&P 500(.SPX)$ : +0.7%
$NASDAQ(.IXIC)$ : +1.3%

Weekly performance:

S&P 500: +4.6%
Nasdaq Composite: +6.7%

The Nasdaq just posted its best week since January, despite tariff headlines threatening to spoil the mood.

Earnings Shielding Markets — For Now

$Alphabet(GOOG)$ strong report (+1.7% Friday) helped ease tech sector nerves.
The company’s Search, YouTube subscriptions, and Google Play businesses drove revenue beats — with no mention of tariffs on the call, which soothed investors.

Margins holding steady:

FactSet estimates S&P 500 Q1 operating margins at 12.4%, slightly down from Q4 but above the 5-year average (11.7%).

FactSet

Tariff Risk: Still Simmering

President Trump said Friday he’s unlikely to extend the 90-day tariff delay.
However, the Wall Street Journal reported the White House is developing a streamlined global negotiation framework, hinting at possible de-escalation tactics.

Macro warning signs:

Consumer

Consumer sentiment dropped to one of the lowest readings on record.
Long-term inflation expectations are now at their highest since 1991.
Economists are increasingly seeing a coin-flip chance of a self-induced recession.

Trump’s approval rating has slid to 45% according to NYT polling, reflecting public concern over tariff-driven inflation and executive overreach.

Other Markets: Dollar Falls, Treasuries Rally

A US dollar gauge is on pace for its worst first-100-day performance during any presidency since Nixon.
Treasuries rallied, signaling that investors remain cautious and are hedging for further macro uncertainty.

Looking Ahead: Huge Earnings and Macro Week

Next week is packed with earnings and critical economic data:

Major reports:

Monday: Domino’s Pizza
Tuesday: Coca-Cola, Visa
Wednesday: $Meta Platforms, Inc.(META)$ , $Microsoft(MSFT)$
Thursday: Amazon.com, $Apple(AAPL)$ , Eli Lilly, Mastercard
Friday: Chevron, Exxon Mobil

Key economic data:

Wednesday: Q1 GDP Growth + PCE Inflation
Friday: April Jobs Report

All eyes on how economic data shapes expectations ahead of the FOMC meeting May 6-7.

Investor Takeaway: Stay Nimble, Stay Selective

Earnings are carrying markets — but sentiment is fragile.
Tariff news could cause sharp swings, especially if rhetoric worsens.
Tech leadership remains critical — Alphabet’s results suggest selective Big Tech can still outperform.
Maintain flexibility in allocations: Overweight quality growth, but have defensive hedges in place.

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This summary is for informational purposes only and does not constitute financial advice. Investors should conduct their own research before making investment decisions.

Trump's First 100 Days: Will Market Stabilize in Q2 After the Record-Low Approval Rate?

U.S. President Donald Trump's second term is approaching the 100-day mark. His 100-day approval rating stands at 39%, setting the lowest record among all U.S. presidents over the past 80 years. From his inauguration on January 20 to April 25, the three major U.S. stock indexes have all fallen significantly, and the U.S. dollar index has dropped nearly 9%. Looking across the 21st century, undoubtedly one of the bleakest starts for US president. ---------- With his record-low approval rating, will Trump introduce policies that benefit the stock market? How do you comment Trump's first 100 days?

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