From Nasdaq.: 2025-04-09 12:21:00

In a recent podcast, Motley Fool analysts discuss earnings, acquisitions, partnerships, and tariffs. The Chief Investment Officer talks to Schwab’s Chief Investment Strategist. For more episodes, visit the podcast center. Looking to invest? Check out the top 10 stocks to buy now.

The Trump administration announced reciprocal tariffs, impacting the stock market. Tariffs were initially targeted at Canada, Mexico, and China but have expanded globally. Trade deficits play a role, with the goal of balancing imports and exports. Some suggest tariffs may lower interest rates. Amid uncertainty, investors should approach with caution.

Stocks are taking a hit due to tariffs, impacting earnings. China’s retaliatory tariffs could further affect businesses. Individual investors may see short-term challenges in the market. Expect earnings to reflect the impact of the tariffs on companies. Roblox launched new video advertising format on its gaming platform and partnered with Google. Gamers can watch 30-second ads for boosts or resources in exchange. Rocket Companies acquired Mr. Cooper Group for $9.4 billion, moving closer to becoming a one-stop shop for homeowners. RH reported Q4 earnings worse than expected, blaming tariffs, with 72% of goods sourced from Asia, prompting concerns about balance sheet health. Motley Fool advises investors not to panic, as stocks historically rebound. RH CEO used colorful language on earnings call, expressing shock at stock drop due to tariff news. Market volatility expected, caution advised. Roblox is launching immersive ads targeted at Gen Z players, offering high completion rates of over 80% and tapping into the programmatic advertising space.

Fintech company nCino saw its shares drop over 30% after reporting weak fourth quarter results, despite impressive customer metrics and revenue growth.

OpenAI secured $40 billion in funding, with $10 billion upfront from Softbank, but must convert to for-profit status to receive the rest, causing tension with Elon Musk.

ChatGPT by OpenAI continues to innovate, with recent viral features attracting more users and proving its effectiveness as an AI interface. Tesla reported a 13% drop in first-quarter sales, affected by Elon Musk’s politics, global competition, and waiting for a model refresh. Stock prices have dropped by half since 2024, raising concerns about Tesla’s future. Charles Schwab’s chief investment strategist, Liz Ann Sonders, discusses market reactions to the tariff policy and its impact on the US and global economies. The unexpected tariff announcement has caused significant market volatility and uncertainty, with potential implications for a recession. Analysts were caught off guard by the severity of the tariffs, indicating a major surprise in the market. The recent market correction may be a result of increasing recession probabilities, raising concerns about a potential bear market. Investors are advised not to panic and to maintain diversification and quality in their portfolios. Rebalancing and adding factors like low volatility can help navigate turbulent times. Additionally, international exposure is recommended as the US market may face challenges due to tariffs and other policy-related risks. The recent focus on tariffs raises questions about the impact on global trade and the potential for a shift in favor of non-US markets. – Poor countries export more to the US in dollar terms because they can’t afford our services, innovation, and technology. Countries like Cambodia and Sri Lanka have built export markets in textiles, boosting their economies and providing jobs. Negotiating concessions with these countries to lower tariffs is key.

– Chief Investment Strategist at Schwab, Liz Ann Sonders, notes that the current bear market is unique due to the lack of a financial system crisis. As the Fed may loosen monetary policy in response to a potential recession, they face challenges balancing inflation concerns amid the implications of tariff policies.

– Subway partners with Doritos to offer footlong nachos for $5, featuring nacho cheese Doritos, cheddar cheese, jalapenos, tomatoes, red onions, and chipotle sauce. Customers can add chicken, steak, or avocado. While the innovative dish is praised, some critics question the use of cheddar cheese, suggesting queso as a better option for melting. DoorDash (DASH) is a stock to watch as it generated $2 billion in free cash flow in the last 12 months, has a strong balance sheet with $3 billion in working capital, and recently partnered with Domino’s for retail deliveries. On the other hand, Pure Storage (PSTG) is an under-the-radar data storage company that offers an all-flash alternative to traditional methods, helping lower power consumption in data centers. Despite hitting a 52-week low, Pure Storage is profitable and cash flow positive, making it a stock worth considering. Stay informed with Motley Fool Money. 1. The stock market surged today with the S&P 500 reaching a new all-time high, fueled by positive economic data and strong corporate earnings reports.

2. The unemployment rate dropped to 3.9% in the latest report, showing a steady decline in jobless claims and a growing number of job openings across various industries.

3. Scientists have discovered a new species of dinosaur in Argentina, named Llukalkan aliocranianus, which is believed to have been a fearsome predator in the Late Cretaceous period.

4. The World Health Organization has announced that the global vaccination effort against COVID-19 is progressing well, with over 1 billion doses administered worldwide.

5. In sports news, the NBA playoffs are in full swing, with top teams battling it out for a spot in the finals, while the NHL playoffs are heating up with intense matchups and surprising upsets.



Read more at Nasdaq.: Earnings, Acquisitions, Partnerships, Tariffs… A Lot for Investors to Think About