If that indeed remains true, two of the biggest beneficiaries of that spending are no-brainer stocks to buy right now. Export curbs could be more problematic for Nvidia. Management already said ...

And shockingly, Nvidia's valuation doesn't seem overly extreme right now, with its price-to ... This is a core pillar behind the utility's long-term projection of 5% to 7% earnings growth.

Shipping containers are seen at the port of Oakland, as trade tensions continued over U.S. tariffs with China, in Oakland, California, U.S., May 12, 2025. REUTERS/Carlos Barria ...

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