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NVDA, IPOs & Mergers Usher Bull Run, Tariffs & Tax Roadblocks Ahead

NVDA, IPOs & Mergers Usher Bull Run, Tariffs & Tax Roadblocks Ahead

Schwab Network · Schwab Network

June 26, 20257m 57s

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Show Notes

Jay Woods takes a closer look at the massive rebound markets experienced, from the April lows, to the rebound pushing indices back near all-time highs. He credits Nvidia (NVDA) for reclaiming its leadership position in tech, along with financials like JPMorgan Chase (JPM) and Goldman Sachs (GS) offering support. Jay adds that IPOs like CoreWeave (CRWV) and Circle (CRCL) added muscle to the rally. Some headwinds Jay warns against: tariff deadlines and uncertainty around the "Big, Beautiful Bill" in Washington.


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