Outlook

• Les entreprises demandent désormais des remboursements de tarifs après que la Cour suprême a jugé illégales les taxes d'urgence de Trump • Inscrivez-vous à l'email Breaking News US pour recevoir les alertes de la newsletter dans votre boîte de réception • General Motors s'attend à un remboursement tarifaire de 500 millions de dollars après que la Cour suprême des États-Unis a annulé certains des prélèvements les plus radicaux de Donald Trump.

• Taiwanese electronics manufacturer Foxconn reported strong first-quarter revenue growth, yet issued a cautious outlook for future quarters citing escalating geopolitical tensions as a primary risk factor. • The company's performance reflects broader concerns among multinational corporations about supply chain disruptions and market volatility stemming from the Iran conflict and US-China relations.

• Micron Technology reported blowout earnings results, while Nvidia issued a stunning outlook for its Blackwell and Rubin AI products, yet the broader market has not responded positively to either announcement. • Morningstar increased Micron's fair value assessment following its earnings beat, and upgraded Nvidia's fair value based on the company's AI product roadmap expansion. • The muted market response to strong tech earnings reflects ongoing concerns about macroeconomic headwinds, including geopolitical risks and Federal Reserve policy decisions that are weighing on investor sentiment.