Stock Movers Retail Stocks Slide on Tariff Uncertainty, Intel Surges, Chipotle Rises
Jan 9, 2026
Denisa Sokova, a cross-asset reporter, shares her insights on shifting markets. Retail stocks dropped sharply after the Supreme Court postponed a crucial tariff ruling, impacting giants like Under Armour and Kohl's. In contrast, Intel's shares soared following President Trump's praise for CEO Lip-Bu Tan and the government's growing stake in the company. Additionally, Chipotle and Cava saw positive stock movements after receiving 'outperform' ratings from analysts, highlighting a bright spot in the restaurant sector.
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Tariff Delay Intensifies Retail Pain
- The Supreme Court delay amplified uncertainty that hit retail stocks hard across the sector.
- Denisa Sokova says any postponement further pressures margins and investor sentiment for retailers.
Political Backing Fuels Intel Rally
- Intel's stock surged on optimism tied to White House engagement and a new CEO narrative.
- Denisa Sokova links President Trump's praise and possible federal stake purchases to the rally.
U.S. Stake Changes Corporate Dynamics
- Government ownership raises new pressures and expectations for corporate executives.
- Denisa Sokova and Carol Massar note the unusual dynamic when the U.S. holds a direct stake in Intel.