Tariff confusion has resulted in plenty of losers — but a few standout winners, too. Here’s what we’re following right now:
P.S. For more stocks making moves, check out our new Zen Ratings Upgrades & Downgrades screener.
🔥 HOT: Chip stocks were also big winners thanks to the tariff pause, with Marvell Technology (NASDAQ: MRVL) pumping for a 21.9% gain by the closing bell. Growth potential is MRVL’s strongest facet, according to our research, but the stock also has solid balance sheets and a positive Sentiment score. Overall, we give the stock a Zen Rating of B and a buy recommendation as long as you can stomach higher-than-average volatility.
🥶 NOT: Dollar General (NYSE: DG) dropped by 1.9% on Wednesday, moving in the opposite direction to most of the market. Discount stores like Dollar General did extremely well during the Great Recession of 2008, so the news that tariffs might not be here to stay is not such great news for them. DG is down 12.1% from its recent high, and our analysis gives it D ratings in Momentum and Safety. We give DG a D Zen Rating and a Sell recommendation since the odds of a recession dropped dramatically with the news of a tariff pause.
🔥 HOT: Airline stocks were some of the biggest winners on Wednesday after President Trump announced a 90-day freeze on tariffs for countries that are willing to negotiate. United Airlines (NASDAQ: UAL) shares jumped by 26.1% in response to the news, the largest single-day gain the stock has seen since 2020 during the Covid recovery. Even with the big jump, our analysis has UAL scoring well in Value, Growth, and Safety, making it a solid buy heading into the summer travel season. We give UAL a B Zen Rating and a Buy recommendation.
🥶 NOT: Rocket Companies (NYSE: RKT) was not invited to Wednesday’s rally, losing 3.3% due to rising bond yields. Trump’s tariff plans wreaked havoc on the bond market, sending long-term bond yields soaring prior to the afternoon announcement of the 90-day reprieve. Bond yield rises are bad news for lending companies like RKT, which depend on home buyers and mortgages to make money. If rates go up, fewer people refinance or take out new mortgages, hurting their bottom line. The picture is still far from clear, which prompts us to give RKT a C Zen Rating and Hold recommendation until inflation, rates, and tariff turmoil cool off.
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