Where are the trade agreements?

The S&P 500 has now lost 2.5 trillion US dollars since its high on April 9 after the 90-day tariff break. Current level-3% drop.

While the markets are waiting for trade agreements, Japan has said today that it will "not simply give in further" in the US tariff talks.

TECHNOLOGY STOCKS TODAY:

1. tesla, $TSLA (+0,65 %) : -7%

2. nvidia, $NVDA (-1,35 %) : -6%

3. broadcom, $AVGO (-1,64 %) : -4%

4. meta, $META (+0,27 %) : -4%

5. amazon, $AMZN (-0,36 %) : -4%

6. Robinhood, $HOOD (+1,71 %) : -3 %

7. AMD, $AMD (-0,25 %) : -3 %

8. alphabet, $GOOG (-1,33 %) : -3 %

9. Microsoft, :, $MSFT (-0,72 %) -2%

10. palantir, $PLTR (+2,14 %) : -2%

The Nasdaq has officially re-entered bear market territory and is now 20% below its recent high.

You can't make this stuff up:

The S&P 500 has now lost $750 billion in market capitalization since Trump started calling Fed Chairman Powell "Mr. Too Late" this morning.

This will indeed be a dark red chart tomorrow when we get the data reconciliation here.

** Tesla $TSLA (+0,65 %) falls by 6.7% to 225.31 dollars

** Production start of the US-made, scaled-down version of the Model Y is delayed, Reuters exclusively reports

** The company wanted to produce 250,000 units of the cheaper Model Y in the US in 2026, two insiders told Reuters

** U.S. production would be at least a few months later than the company's public plan, the insiders said, citing a range of revised targets from Q3 to early next year

** The car will be smaller and cost at least 20% less than the refreshed Model Y, Reuters previously reported

** Tesla will announce Q1 results on Tuesday after the market closes

** The stock is down ~40% this year since the last close

https://de.tradingview.com/news/reuters.com,2025:newsml_L8N3QZ0RV:0/

Focus on the balance sheets of tech giants

US tech giants are in the spotlight in the current reporting season. Companies such as NVIDIA $NVDA (-1,35 %)Microsoft $MSFT (-0,72 %)Amazon $AMZN (-0,36 %), Tesla $TSLA (+0,65 %) and the parent company of Facebook, Meta Platforms $META (+0,27 %)present their results. Expectations are high, as the performance of these companies is crucial for many investors. In addition, the finanzen.net ZERO trading platform enables trading in Alphabet A (formerly Google) until 11 pm without order fees. This underlines how important these shares are for the market and investor interest.

NVIDIA shares under pressure: history suggests price reversal

NVIDIA shares have experienced a steep decline in recent weeks and are currently trading at around 101.49 US dollars. This corresponds to a decline of around 34% since the high in January 2025. However, historical data shows that such declines often represent a buying opportunity. In the past, NVIDIA shares have often staged strong recoveries following setbacks of more than 35%. Analysts emphasize NVIDIA's market leadership in the field of AI accelerators and the positive long-term trends that speak for the company and fuel hopes of a recovery in the near future.

Challenges and opportunities for NVIDIA

Despite the pressure on NVIDIA shares, the company has decisive advantages that should not be ignored. Its own software platform, CUDA, makes it easier to develop applications and sets NVIDIA apart from the competition. In addition, the launch of the new B200 chip is seen by analysts as a potential game changer that could significantly increase performance per dollar. Although there are challenges from increasing competition and geopolitical tensions, NVIDIA could be well equipped to expand its market share in the AI industry and potentially emerge stronger from this phase.

Sources:

https://www.finanzen.net/nachricht/aktien/giganten-im-ueberblick-bilanzen-tesla-nvidia-apple-amazon-co-termine-und-ergebnisse-der-tech-riesen-in-der-aktuellen-saison-14362387

https://www.finanzen.net/nachricht/aktien/aufschwung-in-sicht-nvidia-aktie-unter-druck-steht-eine-baldige-kurswende-bevor-14386033

$TSLA (+0,65 %)

Tesla's cheaper version of the Model Y, known internally as the E41, will be produced in the USA later than expected, according to Reuters. The company is now planning for 250,000 units in 2026, having originally planned to start production at the beginning of this year. The delay comes as Tesla struggles with outdated model lines, rising tariffs and increasing political scrutiny surrounding Elon Musk.

$TSLA (+0,65 %) is alleged to have deliberately manipulated the odometer (15% faster) so that the cars fall out of warranty more quickly. There is now a class action lawsuit in California. Millions of Teslas are said to be affected.

The presumption of innocence applies.

Source: https://www.tagesschau.de/wirtschaft/unternehmen/tesla-kilometerzaehler-manipulation-100.html

Source: Finchat

$AAPL (+1,76 %)

$MSFT (-0,72 %)

$NVDA (-1,35 %)

$GOOGL (-1,34 %)

$AMZN (-0,36 %)

$META (+0,27 %)

$AVGO (-1,64 %)

$TSLA (+0,65 %)

$NFLX (+3,89 %)

$AMD (-0,25 %)

$TSLA (+0,65 %)

According to Reuters, the extremely high US tariffs on goods from China are thwarting Tesla's plans. According to the report, parts are so expensive that production of the Cybercab robotaxi and the Semi articulated lorry has been put on hold for the time being.

Tesla relies on parts from China to build its vehicles. This is why the tariffs imposed by US President Donald Trump on Chinese imports are becoming a serious problem for the electric car manufacturer. According to insiders, the tariff conflict is already disrupting Tesla's production plans.

Imports of components for the Cybercab robotaxi and the Semi articulated truck have been suspended, a person with direct knowledge of the matter told Reuters news agency. This could delay the mass production of the eagerly awaited new models.

Tariffs climb to unimagined heights

According to the insider, Tesla was actually prepared to absorb the additional costs that would have resulted from the special tariffs of 34 percent on Chinese goods initially imposed by Trump.

However, the special tariffs were then increased to 84 percent and finally to 125 percent. As a result, the total tariffs - including the previously existing rates on Chinese goods - now amount to 145 percent. As a result, the delivery plans have now been put on hold.

According to the insider, Tesla wanted to start test production of the two models in October. Mass production was due to start in 2026.

Tesla did not respond to requests for comment. According to a report in the Washington Post, CEO Elon Musk had personally appealed to Trump to reverse the new blanket tariffs.

Tesla's sales figures have recently slumped worldwide. In the USA and other countries, there have also been demonstrations and attacks against the car dealerships of the e-car pioneer. Musk has been criticized in the US in particular for his role as an advisor to President Trump on controversial cuts to federal agencies. Due to Musk's closeness to Trump, Tesla is also seen as a target of retaliation against the USA for the punitive tariffs introduced by the president against several countries, including Canada.

https://www.spiegel.de/wirtschaft/unternehmen/us-zoelle-auf-china-importe-tesla-muss-offenbar-produktionsplaene-vorerst-stoppen-a-37fa2b59-7a5e-41c1-b115-c98e761bc22c

Moin moin. That's quite a rollercoaster with $TSLA (+0,65 %) . Do you think things will continue here next week? When I look at the German news, it looks as if the company will soon be insolvent.

American news, on the other hand, is actually mostly positive.

Against the backdrop that Tesla could sooner or later be caught in the crossfire of a further escalating trade war between the USA and China:

How likely do you think it is that Tesla factories in China could be nationalized?

$TSLA (+0,65 %)