Trump’s Delay on Mexico and Canada Tariffs Came in Response to Market Revolt

Shares of MongoDB (MDB) plummeted 34% last month following disappointing 2025 guidance and a market sell-off, despite beating revenue and earnings estimates in the fourth quarter. The company's cloud-based product MongoDB Atlas saw strong growth, but concerns over slowing revenue growth and reduced earnings projections led to a stock downgrade by analysts. MongoDB's management attributes the growth slowdown to limited multiyear deal cohorts and margin challenges, causing the stock to trade at a high forward...

RPM International reported a challenging fiscal Q3 2025, with adjusted EPS falling short at $0.35 compared to the expected $0.50 and revenue missing estimates at $1.48 billion versus $1.51 billion, impacted by unfavorable weather conditions and foreign exchange headwinds. The company's diversified portfolio, operational efficiencies through MAP 2025, and pending acquisition of Star Brands Group are expected to drive growth despite ongoing challenges and market volatility in the upcoming quarters. Full Article

In 2025, the Magnificent Seven AI stocks, including Nvidia, have seen negative returns, with Nvidia's shares dropping 27%. Factors such as competition from Chinese start-ups and new tariff policies have contributed to the decline. However, Nvidia's strong customer base, successful product launches, and low forward P/E ratio suggest a potential rebound, making it a promising investment opportunity amidst broader economic uncertainties. Full Article

Meta Platforms' stock price has dropped significantly, down nearly 30% from its February high, while the broader market is also experiencing declines. The company's reliance on advertising revenue may pose a risk if corporate advertising budgets are affected by tariffs and trade wars. Despite investing in cutting-edge technology through its Reality Labs division, Meta's stock is currently trading at a more attractive valuation, potentially making it a good long-term investment once market volatility settles. Full...

The S&P 500 has declined nearly 19% due to President Trump's trade policy shift, causing extreme bearish sentiment in the market. However, historically, such sentiment has led to strong market returns, with the index potentially rising 27% over the next year. Despite concerns over Trump's tariffs impacting the economy negatively, past performance suggests the stock market will likely recover from the current downturn. Full Article

Lumentum Holdings saw its stock soar over 5% on Monday, driven by bullish analyst notes including an upgrade to outperform with a $70 price target by Northland analyst Tim Savageaux. Stifel also provided positive feedback on the company's prospects in the optical field, dispelling the notion of optical transceivers being obsolete. With increasing data transmission demands, Lumentum appears well-positioned to capitalize on these trends, making it a compelling company to monitor for potential growth. Full...