Trump Halts Greenland Tariffs, Stocks Rebound
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
0mins
Should l Buy GE?
Source: Yahoo Finance
- Market Rebound: Stocks rebounded as President Trump announced he would not proceed with tariffs on Greenland, indicating investor optimism about a potential future trade deal, which could stimulate economic recovery.
- New Investment Opportunities: Google and Eli Lilly emerged as leading new buys, reflecting investor confidence in the technology and pharmaceutical sectors, potentially driving stock prices higher.
- Trade Framework Established: Trump's mention of a 'framework' for future agreements lays the groundwork for subsequent trade negotiations, which may improve trade relations between the U.S. and other countries.
- Investor Sentiment Improvement: With reduced uncertainty surrounding tariff policies, investor sentiment has improved, likely leading to increased capital inflows into the stock market, thereby enhancing overall market performance.
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Analyst Views on GE
Wall Street analysts forecast GE stock price to rise
9 Analyst Rating
8 Buy
0 Hold
1 Sell
Strong Buy
Current: 327.080
Low
275.00
Averages
345.67
High
386.00
Current: 327.080
Low
275.00
Averages
345.67
High
386.00
About GE
General Electric Company, doing business as GE Aerospace, is a global aerospace propulsion, services, and systems company. The Company has an installed base of approximately 45,000 commercial and 25,000 military aircraft engines. The Company operates through two segments: Commercial Engines & Services and Defense & Propulsion Technologies. The Commercial Engines & Services segment designs, develops, manufactures and services jet engines for commercial airframes, as well as business aviation and aeroderivative applications. Its services include maintenance, repair and overhaul (MRO) of engines and the sale of spare parts and offers services under a variety of arrangements. The Defense & Propulsion Technologies segment provides defense engines and critical aircraft systems and consists of its Defense & Systems and Propulsion & Additive Technologies businesses. Its portfolio of brands includes Avio Aero, Unison, Dowty Propellers and Colibrium Additive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Budget Airline Expansion: VietJet has reached an agreement to acquire six Boeing 737 jets through Griffin Global Asset Management for $965 million, a move that will enhance its financial capacity and diversify its international funding sources.
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- Increased Competitive Pressure: Amid Boeing's gradual recovery, sentiment around Airbus has notably shifted, with analysts noting that while Airbus delivered 793 aircraft in 2025, the decline in delivery numbers may affect its market share.
- Financial Performance Exceeds Expectations: Airbus reported an adjusted EBIT of €2.98 billion in the fourth quarter, surpassing market expectations of €2.87 billion, indicating the company's resilience in maintaining profitability despite challenges.
- Cautious Future Outlook: Airbus expects an adjusted EBIT of around €7.5 billion in 2026; however, the downward adjustment of delivery targets may heighten investor concerns regarding its long-term growth prospects.
See More
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- High Concentration: Christopher Hohn's flagship fund remains one of the most concentrated in the hedge fund universe, with the top five holdings accounting for over 80% of disclosed U.S. equities, reflecting a preference for cash-generative franchises.
- Stability in Big Tech: Hohn's positions in Microsoft and Alphabet Inc. remained largely unchanged in the latest quarter despite price fluctuations, indicating strong confidence in these major tech stocks.
- Increased Financial Exposure: The portfolio is tilting towards fee-based, asset-light financials with the inclusion of payments giant Visa, showcasing Hohn's adaptability to market trends.
- Infrastructure Balance: Holdings in rails and industrials provide a counterbalance to the software-heavy core, ensuring stability in cash flows, which aligns with the fund's long-term investment strategy.
See More
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- Portfolio Adjustment: Trian Fund Management's latest 13F filing for Q4 2025 reveals an increase in stakes in major industrial and healthcare companies while trimming cyclical financial positions, indicating a cautious outlook on the economic landscape.
- Shift in Acquisition Strategy: Nelson Peltz hinted at a potential shift towards direct buyouts rather than traditional proxy fights, suggesting that this strategy could enable faster implementation of business strategies and enhance investment returns.
- Strong Performance of GE Aerospace: One of Trian's top bets, GE Aerospace, has benefited from robust demand in defense and commercial aviation, with strong order backlogs and ramped-up engine production, leading to a stock increase of over 55% in the past year, closing up 3.7% at $327.08.
- Market Trend Analysis: Benzinga's data indicates favorable price trends for GE Aerospace's stock across various time periods, along with strong Momentum and Quality rankings, reflecting sustained market confidence in the company's future prospects.
See More
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- Market Rebound: The stock market experienced a slight rebound on Tuesday, despite remaining divided, indicating cautious optimism among investors that could provide some support for future trading.
- Nvidia Gains: Nvidia's stock rose late in the session due to a deal with Meta in the AI sector, reflecting ongoing market confidence in its capabilities, which may drive future earnings growth.
- AMD and Broadcom Decline: In contrast, AMD and Broadcom saw their stock prices slump, suggesting a cautious outlook from the market regarding these companies, which could affect their short-term investment appeal.
- Increased Industry Divergence: The overall market divergence has intensified, with some tech stocks performing well while others face pressure, potentially leading investors to be more selective in their stock choices, impacting overall market liquidity.
See More
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- Nvidia Gains: Nvidia's stock rose late in the session due to a deal with Meta in the AI sector, highlighting its ongoing leadership in AI and potential new growth opportunities for the company.
- AMD and Broadcom Decline: In contrast, AMD and Broadcom saw their stock prices slump, reflecting market concerns about the semiconductor industry, which could impact investor confidence and future investment decisions in this sector.
- Divergent Investor Sentiment: While Nvidia performed strongly, the overall market sentiment remains divided, prompting investors to closely monitor industry dynamics and company fundamentals to make more informed investment choices.
See More
