Dow Jones Today: Stock Futures Surge After Trump Postpones EU Tariffs; Nvidia Leads Big-Te

May 27, 2025

Nuclear Stocks Continue to Surge After Executive Orders9 minutes ago Nuclear stocks extended gains Tuesday on the heels of executive orders signed by President Donald Trump last week to accelerate the approval of new reactors and strengthen fuel supply chains.
NuScale Power (SMR) shares jumped 18% to close at a record high for the second consecutive session. NuScale is well-positioned to benefit from the executive orders if the Department of Energy chooses the company “for any facilities to support infrastructure of AI demand,” Goldman Sachs analysts said Monday.
In a note to clients Friday, Wedbush Securities analysts wrote that the need for AI computing power is “expected to skyrocket over the next 5-10 years which takes up a tremendous amount of energy.” The analysts pointed to Oklo (OKLO) as one of the key beneficiaries of the Trump administration’s support of the nuclear industry, and raised their price target to $55 from $45. Oklo stock gained 10% on Tuesday to close just below $54.

Oklo has been the top performing nuclear power stock this year, gaining more than 150%, while NuScale shares have nearly doubled.
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Aside from NuScale and Oklo, Jefferies analysts identified Constellation Energy (CEG) and Vistra (VST) as potential winners from the executive orders. Shares of both advanced on Tuesday. Others making gains included Centrus Energy (LEU) and Cameco Corp. (CCJ).

–Andrew Kessel

S&P 500 Levels to Watch as Index Set to Snap Losing Streak1 hr 19 min ago The S&P 500 (SPX) surged Tuesday, putting the benchmark index on track to snap a four-day losing streak.
The S&P 500 lost about a fifth of its value between mid-February and early April as investors assessed the impact of tariffs on economic growth and inflation. However, the index has recovered 20% from last month’s low amid growing optimism about trade deals, the continued strength of the U.S. economy and generally strong corporate earnings.
Since hitting a record high in mid-February, the S&P 500 trended sharply lower within a descending broadening formation before breaking out above the pattern late last month.
Source: TradingView.com.

More recently, the large cap index reclaimed the closely watched 200-day moving average (MA), but retraced back toward the indicator last week, a move that coincided with the relative strength index retreating from its overbought threshold.
Investors should monitor crucial support levels on the S&P 500’s chart around 5,700 and 5,400, while also watching key resistance levels near 6,100 and 6,650.
The S&P 5000 was up 2% at 5,915 in late trading Tuesday.
Read the full technical analysis piece here.
–Timothy Smith

Tesla Surges as Musk Says He Will Spend 24/7 at Work2 hr 3 min ago Tesla (TSLA) shares jumped Tuesday after CEO Elon Musk said over the weekend that he would refocus more of his attention on the EV maker.
“Back to spending 24/7 at work and sleeping in conference/server/factory rooms,” Musk posted on his X social media platform on Saturday. “I must be super focused on 𝕏/xAI and Tesla (plus Starship launch next week), as we have critical technologies rolling out.”
Investors’ perception that Musk was overly focused on his work leading the U.S. government’s cost-cutting department, DOGE, rather than running the EV maker has dogged Tesla shares this year. Enthusiasm for Musk’s plans appeared to offset news that Tesla’s European Union (EU) registrations tumbled for a fourth consecutive month in April, even as overall new battery-electric vehicle registrations rose.

Elon Musk at a Cabinet meeting at the White House in late April.
Yuri Gripas / The Washington Post / Getty Images

Wedbush analysts said last week that the next positive catalyst for Tesla’s stock could be “centered around the success of its autonomous vision taking hold,” with launch next month’s launch of robotaxis in Austin. Wedbush’s Dan Ives, a longtime Tesla bull, has also previously called for Musk to step back from the government work.

Shares of Tesla were up more than 6% in recent trading. The stock, which is still down about 10% since the start of the year, has doubled over the past 12 months.

–Nisha Gopalan

How Much do Traders Expect Nvidia to Move After Earnings?3 hr 26 min ago AI chip giant Nvidia (NVDA), the second-most valuable company in the world, could move the entire stock market when it reports quarterly results after markets close on Wednesday.
Nvidia stock is expected to move about 7% in either direction by the end of the week, according to an analysis of options pricing data. That would put Nvidia’s share price at either $140.47, a 4-month high, or $122.11, its lowest level since before the U.S. and China agreed to lower sky-high tariffs on each other’s imports.
Nvidia shares have risen more than 20% in the past month, and as of early Tuesday afternoon had edged back into positive territory for the year. Technical analysis suggests bullish momentum is on Nvidia’s side heading into Wednesday’s report.
It’s been a year since Nvidia shares have risen on a quarterly report. The stock popped more than 9% in May 2024 after the company blew past earnings expectations and announced the 10-for-1 stock split that paved the way for it to join the blue-chip Dow Jones Industrial Average.
Nvidia’s earnings have continued to top estimates since then, but they’ve failed to impress investors. Shares fell after each of Nvidia’s three most recent reports, including nearly 9% in February despite the results containing ample evidence that demand for its AI-enabling chips remained as strong as ever.

Nvidia shares have matched the performance of the benchmark S&P 500 index so far this year.
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Analysts expect Nvidia to report revenue and earnings growth of about 66% and 40%, respectively, in the most recent quarter. All but two of the Nvidia analysts tracked by Visible Alpha recommend buying the stock. Their average price target of $164 represents about 25% upside from Friday’s close.

–Colin Laidley

PDD Sinks as Temu Parent’s Earnings Disappoint3 hr 50 min ago PDD Holdings (PDD) shares sank Tuesday after the parent of the Temu shopping site posted results that widely undershot analysts’ estimates.
The Chinese company posted first-quarter adjusted earnings per American Depositary Share of 11.41 Chinese yuan on revenue of CNY95.67 billion. Analysts polled by Visible Alpha projected CNY17.06 and CNY103.94 billion, respectively.
“In the first quarter, we made substantial investments in our platform ecosystem to support merchants and consumers amid rapid changes in the external environment,” PDD Co-CEO Lei Chen said, adding that those “investments weighed on short-term profitability.”
Finance Director Jun Liu said the company had said earlier that a “slowdown in growth rate is expected as our business scales and challenges emerge. This trend has been further accelerated by the changes in the external environment in the first quarter.”
A trade loophole known as the de minimis exemption that allowed foreign firms to avoid tariffs on shipments worth below $800 expired in early May, putting pressure on Chinese bargain sites like Temu and Shein.

Shares of PDD Holdings have gone on a volatile ride in the past several months and have lost more than a third of their value over the past year.
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U.S.-listed shares of PDD Holdings were down 15% in recent trading, narrowing their year-to-date gain to about 3.5%.

–Nisha Gopalan

Salesforce Buys Informatica for $8 Billion4 hr 29 min ago Informatica (INFA) shares rose Tuesday as the AI-based data management software provider finally agreed to be purchased by Salesforce (CRM) after long negotiations between the tech firms.
The deal has Salesforce paying $8.0 billion for the shares of Informatica it doesn’t already own. Informatica investors will receive $25 in cash for every share they own, a 30% premium to the closing price Thursday, the day before Bloomberg reported talks were back on after the companies failed to reach an agreement last year.
Salesforce CEO Marc Benioff said the combination “will create the most complete, agent-ready data platform in the industry.” Chief Technology Officer Steve Fisher added that “autonomous, trustworthy AI agents need the most comprehensive understanding of their data. The combination of Informatica’s advanced catalog and metadata capabilities with our Agentforce platform delivers exactly this.”
Informatica shares were up about 6% recently, narrowing the stock’s year-to-date loss to about 8%. Shares of Salesforce, which is due to release its quarterly results after the closing bell on Wednesday, were up about 1% this afternoon though remain down more than 17% in 2025.
–Bill McColl

Apple Levels to Watch After 8 Straight Days of Declines5 hr 23 min ago Apple (AAPL) shares rose Tuesday morning after falling sharply Friday when President Donald Trump threatened to impose hefty tariffs on the company if it doesn’t manufacture iPhones in the U.S.
In a Friday-morning post on Truth Social, Trump said he had told Apple CEO Tim Cook that iPhones sold in the US must be built in the U.S. “If that is not the case, a Tariff of at least 25% must be paid by Apple to the U.S.,” the president said.
Trump’s comments were his latest push to ensure that Apple doesn’t expand iPhone production in India as it shifts away from manufacturing in China, which faces among the highest import tariffs of U.S. trading partners. Apple’s imports into the U.S. have so far escaped being hit since the Trump administration exempted smartphones, computers and some other consumer electronic devices from “reciprocal” tariffs imposed in early April.
Apple shares, which came into today’s session on an eight-day losing streak, were up nearly 2% at around $199 in recent trading. The stock has lost about a fifth of its value since the start of 2025, significantly lagging the performance of its Magnificent Seven peers, as sentiment toward the company has soured due to its significant exposure to tariffs.
Source: TradingView.com.

Since setting their record high in late December, Apple shares have trended lower within a descending broadening formation, with the price tagging the pattern’s upper and lower trendline on several occasions since that time.
More recently, the stock ran into selling pressure near the pattern’s upper trendline and 50-day moving average, which has coincided with the relative strength index falling below its neutral threshold to signal weakening price momentum. It’s also worth pointing out that the 50-day MA crossed below the 200-day MA in early April to form a “death cross,” a chart signal that indicates further declines.
Investors should watch major support levels on Apple’s chart around $193 and $169, while also monitoring crucial resistance levels near $215 and $237.
Read the full technical analysis piece here.
–Timothy Smith

S&P 500, Dow on Track for First Month of Gains Since January6 hr 37 min ago Despite losing ground last week, major U.S. stock indexes are on pace to post sizable gains for the month.
Coming into this week, the S&P 500 and the Dow Jones Industrial Average were up 4.2% and 2.3%, respectively, so far in May. If they finish in positive territory for the month, it would mark the first time the two indexes have posting monthly gains since January.
The Nasdaq Composite had gained 7.4% for the month as of Friday’s close. The Nasdaq eked out a small gain in April after posted steep declines the previous two months.

Coming into this week, S&P 500 was down 1.3% since the start of 2025, while the Dow was off 2.2% and the Nasdaq Composite hae given up 3% over that period.
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With its gains this morning, the S&P 500 is almost back into positive territory for the year.

Watch These Nvidia Levels Ahead of Earnings Report7 hr 54 min ago Nvidia (NVDA) shares were gaining ground Tuesday morning as investors await the AI chipmaker’s highly anticipated earnings report, due after the market close on Wednesday.
Investors will be monitoring quarterly revenue growth for assurance that AI spending by big tech hyperscaler customers remains robust. Market watchers will also likely look for updates about the company’s sales to China after it warned earlier this year that it would record a $5.5 billion charge due to restrictions on its popular H20 chip after the Trump administration imposed tighter export controls.
Coming into today’s session, Nvidia shares are down 2% since the start of 2025 but have rallied 52% from their early-April trough. Sentiment has been boosted by growing trade deal optimism and recent earnings reports from tech giants that forecast significant spending on AI infrastructure.

Source: TradingView.com.

Nvidia shares trended higher for several weeks after breaking out from a falling wedge. More recently, the price has consolidated within a flag, a chart pattern that indicates a continuation of the stock’s uptrend.

While the dip has coincided with the relative strength index falling below overbought territory, the indicator remains above the neutral threshold to confirm bullish price momentum ahead of the AI investor favorite’s quarterly report.

Investors should watch key overhead areas on Nvidia’s chart around $143 and $150, while also monitoring important support levels near $121 and $115.

Nvidia shares were up 2.4% at $134.50 in recent premarket trading.

Read the full technical analysis piece here.

–Timothy Smith