Closing Bell Closing Bell: Outlook for Corporate Profits 6/4/25
9 snips
Jun 4, 2025 
Adam Parker, a CNBC contributor and Trivariate Research analyst, shares keen insights on market trends and investment strategies. Eamon Javers, a White House reporter, discusses the interplay between presidential policies and market reactions. Ed Yardeni, president of Yardeni Research, evaluates corporate profits and the impact of tariffs on the economy. The conversation dives into Apple’s stock prospects post-WWDC, rising daily costs, and the resilience of the S&P 500 amid trade tensions, providing a glimpse into the shifting financial landscape.
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Market Faces Tariffs and Tax Risks
- The stock market faces uncertainties from trade tariffs and a contentious tax bill debate.
- These factors keep markets cautious despite technical and retail optimism.
Earnings Show Tariff Resilience
- Earnings estimates have not yet reflected the expected negative impact from tariffs.
- Top companies remain resilient, passing costs to consumers to maintain margins.
Tech Drives Market Leadership
- Tech and communications sectors lead earnings growth and market gains.
- Smaller caps and other sectors lag, showing performance divergence tied to fundamentals.