Azioni USA settimanali: Inversione di tendenza

2 Jun 2025, 12:00 GMT+2

** S&P 500 SPX rises by 1.9% amid the tariff surge

** S&P 500 SPX rises by 1.9% amid the tariff surge

** The Dow DJI gains 1.6%, the Nasdaq Composite rises by 2%

** The Dow DJI gains 1.6%, the Nasdaq Composite IXIC rises by 2%

** The Dow gains 1.6%, the Nasdaq Composite IXIC rises by 2%

** At the start of the week, the S&P 500 index jumped after Trump's tariff truce, while the Nasdaq rose when the court blocked Trump's proposed tariffs, before the appeals court reinstated them

** For the current month, the SPX is up 6.2%, the best May since 1990, the Nasdaq is up 9.6%, the best May since 1997, the Dow is up 3.9%, the best May since 2020

** The yield on the 10-year US Treasury US10Y, now around 4.40%, is about to break a four-week winning streak

** The yield on the 10-year US Treasury US10Y, now around 4.40%, is about to break a four-week winning streak

** In the end, almost all sectors have found their footing again: Real Estate and Technology are the strongest, while only Energy is faltering

** The technology sector S5INFT is up 2.4%. Nvidia rises on Thursday after quarterly sales beat expectations, while the impact of Chinese export restrictions is not as severe as feared, and chipmakers and AI-related stocks rise thanks to the tariff freeze

** The technology sector S5INFT rises by 2.4%. Nvidia NVDA rises on Thursday after quarterly sales beat expectations, while the impact of Chinese export restrictions is not as severe as feared, and chipmakers and AI-related stocks rise thanks to the tariff freeze

** The technology sector rises by 2.4%. Nvidia NVDA rises on Thursday after quarterly sales beat expectations, while the impact of Chinese export restrictions is not as severe as feared, and chipmakers and AI-related stocks rise thanks to the tariff freeze

NVDA's gains help push up the semiconductor index SOX; SOX rises by 1%

NVDA's earnings help push up the semiconductor index SOX; SOX rises by 1%

Even though PC maker HP Inc HPQ plunges after cutting annual profit forecasts as tariffs weigh

Even though PC manufacturer HP Inc HPQ plunges after cutting its annual profit forecasts as tariffs weigh

** Healthcare S5HLTH adds 1.8%. Medical device manufacturer Hologic jumps after news of the rejection of a $16 billion buyout offer from private equity firms TPG and Blackstone.

** Healthcare S5HLTH adds 1.8%. Medical device manufacturer Hologic HOLX jumps after news of the rejection of a $16 billion buyout offer from private equity firms TPG and Blackstone.

** Healthcare adds 1.8%. Medical device manufacturer Hologic HOLX jumps after news of the rejection of a $16 billion acquisition offer from private equity firms TPG TPG and Blackstone.

** Healthcare adds 1.8%. Medical device manufacturer Hologic jumps after news of the rejection of a $16 billion buyout offer from private equity firms TPG TPG and Blackstone BX.

** Healthcare adds 1.8%. Medical device maker Hologic jumps after news of the rejection of a $16 billion buyout offer from private equity firms TPG and Blackstone BX.

On the contrary, Regeneron REGN collapses after the much-watched drug for smokers' lungs failed its trial

On the contrary, Regeneron REGN plummets after the much-followed drug for smokers' lungs failed the trial

** Consumer goods S5CONS up 1.8%. Costco said it has brought forward some shipments to reduce the impact of tariffs and that it will only raise prices as a "last resort", the stock rises

** Consumer goods S5CONS up 1.8%. Costco COST said it had brought forward some shipments to reduce the impact of tariffs and that it will only raise prices as a "last resort", the stock rises

** Consumer goods up 1.8%. Costco COST said it had brought forward some shipments to reduce the impact of tariffs and that it will only raise prices as a "last resort", the stock rises

** Consumer goods S5COND up 1.7%. Ulta Beauty rises thanks to increased profit outlook after the quarterly win

** Consumer goods S5COND up 1.7%. Ulta Beauty ULTA rises thanks to increased profit outlook after the quarterly win

** Consumer goods up 1.7%. Ulta Beauty ULTA rises thanks to increased profit outlook after the quarterly win

Tesla TSLA moves away from 16-week highs; Musk-Trump hold a press conference as the billionaire distances himself from the Trump administration. TSLA gains 2% on the week

Tesla TSLA moves away from 16-week highs; Musk-Trump hold a press conference as the billionaire distances himself from the Trump administration. TSLA gains 2% on the week

On the opposite front, Best Buy BBY falls after cutting annual forecasts due to uncertainty over tariffs

On the opposite front, Best Buy BBY is down after cutting its annual forecasts due to uncertainty over tariffs.

** Materials S5MATR is up 0.8%. However, gold miners like Newmont are down as Trump delays European Union tariffs, stifling demand for gold as a safe haven asset.

** Materials S5MATR rises by 0.8%. However, gold miners such as Newmont NEM fall as Trump delays European Union tariffs, stifling demand for gold as a safe haven asset.

** Materials fall by 0.8%. However, gold miners such as Newmont NEM decline as Trump delays European Union tariffs, stifling demand for gold as a safe haven GOLD.

** Materials down 0.8%. However, gold miners like Newmont fall as Trump delays European Union tariffs, stifling demand for gold as a safe haven GOLD.

** Energy SPN drops 0.4%. The sector falls due to the possible increase in oil production by OPEC+. Natural gas companies are down due to increased production and lower flows to LNG export plants. EQT down 1% for the week

** Energy SPN drops 0.4%. The sector falls due to the possible increase in oil production by OPEC+. Natural gas companies are down due to increased production and lower flows to LNG export plants. EQT EQT down 1% for the week

** Energy drops by 0.4%. The sector falls due to the possible increase in oil production by OPEC+. Natural gas companies are down due to increased production and lower flows to LNG export facilities. EQT EQT down 1% for the week

** Meanwhile, individual investor bears bounce back and, therefore, about that idea of selling in May and going away...

** SPX performance YTD:

Thomson ReutersSP 500 2025 YTD THROUGH MAY 30

Thomson ReutersSP 500 2025 YTD THROUGH MAY 30

LINK VOICE SUMMARY: https://t.me/seriamentetrading/2729