Wall Street fell on Tuesday, slammed again by inflation worries that ⁠pushed ⁠long-dated bond yields to the highest since 2007, as investors ⁠dismissed conflicting signals on U.S.-Iran talks and looked ahead to Nvidia’s earnings on Wednesday. In my column today, I also look ahead to ​Nvidia’s results. Another bumper report is expected, but it comes at a potentially critical juncture for the company and wider sector: if the AI juggernaut is to slow down, it could be for the ol

President Donald Trump delivers remarks during the Police Week Rose Garden Dinner Club at The White House in Washington, on May 11, 2026. “I don’t think about Americans’ financial situation,” President Trump said recently when asked if economic pain was motivating him to make a deal with Iran. (Eric Lee/The New York Times) By TONY ROMM and BEN CASSELMAN Swept into power by voters who were frustrated with the nation’s economic trajectory, President Donald Trump promised at his

As the spike in bond yields re-emerges as a ⁠risk ⁠for equities, some corners of the U.S. stock market are ⁠particularly vulnerable. Shares of smaller companies, especially those that are unprofitable or reliant on debt, are in the crosshairs. Economically sensitive sectors such as consumer or ​housing-related companies could falter, while dividend-paying stocks may lose appeal, undercut by more attractive Treasury payouts. Technology, the largest part of the U.S. stock marke

Two themes critical to the U.S. stock market -- the artificial intelligence boom ​and inflation-pressured consumer spending -- will come under the microscope next week with earnings reports from semiconductor giant Nvidia (NVDA.O), and a host of ‌retailers led by Walmart (WMT.O). Stock indexes have charged higher in recent weeks, with the benchmark S&P 500 (.SPX)cand technology-heavy Nasdaq Composite (.IXIC), near record levels. Two factors influencing market action in “almos

President Donald Trump accepts flowers as he arrives at Beijing Capital International Airport in Beijing, China, on Wednesday, May 13, 2026, for a two-day summit with China’s leader, Xi Jinping. From bottom of stairs, up behind Trump: Eric Trump and his wife, Lara Trump; Elon Musk; Secretary of State Marco Rubio; Defense Secretary Pete Hegseth; and Jensen Huang, the chief executive of Nvidia. (Kenny Holston/The New York Times) By ANA SWANSON When President Donald Trump campai

U.S. stocks advanced ⁠on ⁠Thursday, lifted by a rally in tech ⁠stocks as investors absorbed generally solid economic data and watched for developments from Beijing, where U.S. ​President Trump was engaged in a high-stakes meeting with his Chinese counterpart Xi Jinping. All three major U.S. stock indexes gained ground, with the S&P 500 ‌and the Nasdaq setting their latest in ‌a series of record closing highs. “Everybody’s asking the same question: how much longer does this (r

Kevin Warsh, President Donald Trump’s pick to lead the Federal Reserve, arrives for his nomination hearing before the Senate Banking, Housing and Urban Affairs Committee on Capitol Hill in Washington, April 21, 2026. The Senate on Wednesday, May 13, confirmed Warsh to become the next chair of the Federal Reserve, marking the start of a new era for an institution that President Trump has repeatedly attacked for not lowering interest rates as aggressively as he would like. (Ken

The S&P ​500 and the Nasdaq gained ground on Wednesday with a boost from artificial intelligence-related tech shares, which helped markets look past hotter-than-expected inflation data and the ‌growing probability that the Federal Reserve will hold to its restrictive monetary policy for the foreseeable future. The S&P 500 and the Nasdaq reversed earlier declines to notch fresh record closing highs, as chip stocks (.SOX), rebounded from Tuesday’s decline. Six of the Magnificen

Treasury Secretary Scott Bessent appears before the Senate Appropriations Committee in Washington on April 22, 2026. As the U.S. government has been devising plans to keep the dollar dominant, China has been making its own moves to increase global influence of the renminbi. (Kenny Holston/The New York Times) By ALAN RAPPEPORT The summit between President Donald Trump and China’s top leader, Xi Jinping, in Beijing this week is likely to include tense discussions about tariffs,

The S&P 500 and the ⁠Nasdaq ⁠eased from record highs on Tuesday as hotter-than-expected inflation ⁠data and an increasingly tenuous U.S.-Iran ceasefire prompted investors to take money off the table near the end of ​a robust first-quarter earnings season. Weakness in tech shares dragged the Nasdaq down the most, while healthcare stocks, buoyed by a jump in Humana, helped limit the Dow’s losses. Despite the selloff, ‌the S&P 500 and the Nasdaq remain close ‌to all-time highs.