Business & Markets Update
Stocks snapped a 2-week losing streak last week, with solid performance coming from a couple of the biggest names in tech (NVDA +7% / AAPL +8%). Markets continue to chew on a LOT of moving pieces on a day-to-day basis. The bulk of that daily volatility stems from 3 things, for now: The end of Q4 earnings season, ongoing geopolitical concerns, and an absolute barrage of tariff-related Trump headlines every other hour. Trump 2.0 uncertainty (mainly on the tariff front) remains an overhang during earnings calls/releases, and as mentioned here in recent weeks, this dynamic is likely in play for months before we have more definitive visibility and understand the actual implications.
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