Good evening. The S&P 500 ended the week up 1.9%. Here are the top stocks to watch this week, and what’s moving the markets.

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Top Stocks & Setups To Watch This Week

• $CVX
Break above 139.52 🎯 142.10 & 143.71
• $PLTR
Break above 133.49 🎯 140& 145
• $DIS
Break above 113.44 🎯 115.70 & 118.20
• $ROKU
Break below 69.01 🎯 66.27 & 65.20
• $META
Break above 656.03 🎯 674.33 & 691.61
• $XYZ
Break above 63.18 🎯 65.69 & 68.01

KV’s S&P 500 Levels

Weekly Market Recap

AI Earnings Surge

Strong Q1 earnings, led by tech giants like NVIDIA, reassured investors that AI investments remain resilient despite tariffs. Companies such as Microsoft, Meta, and Amazon are sustaining high capex, with over $330B planned this year. These results helped lift markets in May, easing concerns that trade issues would curb innovation or profitability. The tech sector's performance has continued to anchor investor sentiment as markets price in long-term AI growth.

Tariff Tensions Linger

Despite strong earnings, markets faced renewed trade uncertainty. The U.S. delayed EU tariffs but signaled stalled talks with China and plans for more tech restrictions. A key court ruling reinstated global tariffs, adding legal and policy unknowns. Still, inflation stayed tame in April, suggesting that firms have so far managed cost pressures well. Investors now look to July and August as key inflection points for tariff decisions and global negotiations.

Investing Strategy

The S&P 500 jumped 6% in May, reversing early-year losses. History shows strong Mays often lead to solid 12-month returns. While volatility may return, easing rates and fiscal support in 2026 could boost growth. We recommend staying diversified, overweighting U.S. large- and mid-cap stocks, and working with advisors to align portfolios with long-term goals. A balanced strategy across sectors may help weather short-term noise while positioning for the recovery ahead.

Coming Up…

Important economic releases this week include nonfarm payrolls for May and ISM PMI data. On the earnings front, AVGO, CRWD, NIO, DOCU, and LULU are expected to report this week.

Key Headlines We’ve Been Reading

This is what’s caught our eye over the past 7 days.

• Japan loses status as world's top creditor for 1st time in 34 years.
• Trump pledges government will continue Fannie Mae, Freddie Mac guarantees.
• Cancer drugs cost more than ever. They often don’t extend lives.
• Chinese students ditch US plans as Trump vows crackdown on visas.
• Mark Zuckerberg loves MAGA now. Will MAGA ever love him back?

Trading Quote Of The Week

That was it for this week!

Stay safe,
KV 👋

Week #22 | June 1, 2025

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