Closing Bell Closing Bell: Coinbase Joining the S&P 500, The Bull Case for Super Micro 5/13/25
May 13, 2025
Dan Greenhouse, Chief Strategist at Solus Alternative Asset Management, shares valuable insights on today’s markets. He discusses NVIDIA's adaptive strategies amidst trade tensions and explores the evolving tech landscape with AI and robotics at the forefront. The conversation delves into the performance indicators of various sectors, including the S&P 500’s recovery, and examines how geopolitical shifts are influencing investor sentiment. Greenhouse also emphasizes the challenges small businesses face amid changing economic policies and rising borrowing costs.
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Rapid Market Rebound Significance
- The market's rapid rebound after a 15-20% decline is more about the nature of the sell-off than just the rebound strength.
- This rapid recovery is unusual and significant, last seen in 1982, signaling recovery beyond typical market behavior.
Sentiment vs. Fundamentals
- Market deterioration last week reflected falling sentiment and expectations, not fundamentals.
- Current company earnings and performance still look strong despite earlier negative outlooks.
Tariff Impact on Retail Profits
- Ongoing tariffs on imports will impact profit margins and consumers alike.
- Walmart's upcoming report is crucial to understanding retailers' ability to manage these tariff costs.