Stocks Stabilize Amid Inflation Pressure, Nvidia Up 1%
Stocks are attempting to stabilize after Tuesday's inflation-driven pullback, though they face an added headwind after April producer price inflation came in hotter than expected.Investors are also closely watching developments between President Trump and Chinese President Xi Jinping, with trade, AI and rare-earth supply negotiations in focus. Any signs of easing trade tensions could help improve sentiment, particularly for industrials and semiconductors, while renewed tariff escalation would likely add to inflation concerns.In pre-market trading, S&P 500 futures fell 0.08%, Nasdaq futures rose 0.24% and Dow futures fell 0.52%.Check out this morning's top movers from around Wall Street, compiled by The Fly.HIGHER -Nvidiaup 1% after ReutersPresident Trump added Nvidia head Jensen Huang to the CEO delegation traveling with him to meet Xi Jinping in ChinaOrla Mining (ORLA) up 1% after Equinox Goldand the company announced that they have entered into a definitive arrangement agreement for an at-market combinationUP AFTER EARNINGS -Velo3Dup 20%Tower Semiconductorup 14%Arterisup 6%Kornit Digitalup 1%DOWN AFTER EARNINGS -Wix.comdown 21%Dynatracedown 12%Karmandown 8%Birkenstockdown 5%Alibabadown 2%Oklodown 2%
Trade with 70% Backtested Accuracy
Analyst Views on NVDA
About NVDA
About the author

- J.M. Smucker Strong Performance: J.M. Smucker Co. reported net sales of $2.3 billion for Q4 FY 2026, a 6% increase, with adjusted EPS rising 20%, highlighting the brand's robust demand and market potential as Uncrustables surpassed $1 billion in annual sales.
- Tyson Foods Earnings Beat Expectations: Tyson Foods posted an EPS of $0.87 in Q2 FY 2026, exceeding the expected $0.78, while raising its full-year chicken segment income forecast to $2.05 billion, indicating a recovery momentum in the diversified protein market.
- Hormel Foods Dividend Stability: Hormel Foods has raised its dividend for over 25 consecutive years, currently yielding nearly 4.8%, and despite trading near multi-year lows, it is positioned for potential returns through restructuring and valuation normalization, showcasing its market resilience.
- Consumer Stock Investment Opportunities: Investing $5,000 across these companies allows for effective risk diversification while capitalizing on the long-term growth potential in the food and beverage sector, especially as consumer demand for essential goods remains strong amid economic fluctuations.
- ETF Performance: The Roundhill Memory ETF has surged 156% since its launch on April 2, 2026, driven by a memory shortage fueled by AI demand, making it an attractive option for investors.
- Low Investment Threshold: With a trading price around $72, a $100 investment allows for over 1.25 shares of the Roundhill Memory ETF, significantly lowering the barrier for entry into the memory market for small investors.
- Transparent Fee Structure: The ETF has an expense ratio of 0.65%, which, while higher than most index funds, remains reasonable compared to other thematic ETFs, prompting investors to weigh fees against potential returns.
- Risk Management: By focusing solely on memory companies, the Roundhill Memory ETF mitigates concentration risk associated with other semiconductor firms, making it a suitable choice for investors already holding major stocks like Nvidia, thus providing diversified investment opportunities.
- Stock Surge: CoreWeave's stock has soared 194% since its IPO, reflecting strong market confidence in its demand and future potential in the AI sector, which is likely to attract more investor interest.
- Order Backlog Growth: The company has reached a contracted order backlog of nearly $100 billion, with new clients like Meta and Anthropic, showcasing its strong appeal and customer diversification in the AI computing market, potentially driving further revenue growth.
- Strategic Partnership with Nvidia: CoreWeave has established a close relationship with Nvidia, which owns over 47 million shares of CoreWeave and has committed to purchasing any excess compute capacity until 2032, enhancing CoreWeave's market position and providing security for future growth.
- Impact of Nasdaq-100 Inclusion: CoreWeave's addition to the Nasdaq-100 is expected to attract fund purchases of its stock, boosting its price in the short term, although the long-term impact may be limited, still indicating market recognition of its growth prospects.
- Nasdaq-100 Inclusion: CoreWeave officially joins the Nasdaq-100 on June 22, marking its position as one of the largest non-financial players, which is expected to attract more capital inflow and further boost its stock price.
- Significant Revenue Growth: The company has achieved triple-digit revenue growth, largely due to its close partnership with Nvidia, which not only holds over 47 million shares but has also committed to purchasing any excess compute capacity through 2032, indicating strong confidence in CoreWeave's future.
- Record Order Backlog: CoreWeave's contracted order backlog has reached nearly $100 billion, with new orders from Meta and Anthropic, highlighting robust market demand in the AI sector and improved customer diversification, which helps mitigate business risks.
- Clear Competitive Advantage: Despite competition from giants like Amazon and Microsoft, CoreWeave's focus on AI workloads allows it to stand out in the market, and it is expected to continue benefiting from the rapid development of AI technologies and increasing market demand.
- Oil Price Impact: The Iran framework agreement has driven WTI crude prices down by 22% over the past month, resulting in the national average gasoline price dropping below $4 per gallon, a roughly 30% decline that will directly affect consumer spending.
- Policy Adjustments: Analyst Jason Katz argues that sustained declines in oil prices could empower the Fed to cut rates, redirecting consumer spending from fuel to discretionary categories, thereby promoting economic growth.
- Market Expectation Shift: The EIA's Short-Term Energy Outlook estimates production shut-ins averaging 10.5 million barrels per day in April, peaking near 10.8 million in May, aligning with the 12.5 million barrels flowing through the Strait of Hormuz, indicating optimistic market expectations for future oil prices.
- Inflation Pressure Relief: As oil prices continue to decline, lower costs across transportation, manufacturing, and petrochemicals may negatively impact consumer prices, easing the Fed's rate hike pressures and creating a more favorable economic environment.
- IPO Performance Review: SpaceX's IPO on June 12 marked the largest in history, with a nearly 15% increase in the first five trading days, followed by an 8% decline, indicating market concerns over its valuation and volatility.
- Historical Trend Warning: While SpaceX's IPO is unprecedented in size, many past blockbuster IPOs have shown a pattern of initial gains followed by underperformance in subsequent years, suggesting investors should be cautious of potential pullback risks.
- Lock-Up Period Impact: SpaceX's float is historically low, with many insider shares yet to be released; a significant influx of shares is expected in August, likely leading to further price declines, which investors should monitor closely.
- Long-Term Investment Strategy: Despite market fluctuations, investors are advised to adopt a long-term perspective on SpaceX, emphasizing that “time in the market beats timing the market” to capitalize on compounding growth over the next decade.










