Stocks Are Rallying on a Meat Loaf Theme: Two Out of Three Ain’t Bad - Barron's
1. AI investments surge, boosting S&P 500 stocks, including Nvidia. 2. Strong Q2 earnings expected for IT sectors led by Nvidia and Apple. 3. Taiwan Semiconductor's revenue driven by demand from Nvidia and Apple. 4. Tariff concerns remain, but severe impacts on market are viewed as unlikely. 5. Federal Reserve likely to cut interest rates, aiding investment environment.