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New trading tool for NVDA bearsPresident Trump has posted a new announcement on Truth Social, the social media platform. He wrote:
“RT @realDonaldTrump CNBC incorrectly reported that the Great Jensen Huang, of Nvidia, was not invited to the incredible gathering of the World’s Greatest Businessmen/women proudly going to China. In actuality, Jensen is currently on Air Force One and, unless I ask him to leave, which is highly unlikely, CNBC’s reporting is incorrect or, as they say in politics, FAKE NEWS! It is an Honor to have Jensen, Elon, Tim Apple, Larry Fink, Stephen Schwarzmann, Kelly Ortberg (Boeing), Brian Sikes (Cargill), Jane Fraser (Citi), Larry Culp (GE Aerospace), David Solomon (Goldman Sachs), Sanjay Mehrotra (Micron), Cristiano Amon (Qualcomm), and many others journeying to the Great Country of China where I will be asking President Xi, a Leader of extraordinary distinction, to “open up” China so that these brilliant people can work their magic, and help bring the People’s Republic to an even higher level! In fact, I promise, that when we are together, which will be in a matter of hours, I will make that my very first request. I have never seen or heard of any idea that would be more beneficial to our incredible Countries! President DONALD J. TRUMP”
How Will Trump’s Statement Affect the Stock Market?
This latest post has the potential to affect the stock market. That’s because Trump’s post highlights a high-profile business delegation to China, which could boost sentiment for Apple Inc., Micron Technology, Nvidia Corporation and Qualcomm if investors expect improved market access, supply-chain stability and regulatory goodwill in the world’s second-largest economy. Boeing Company could see additional optimism if talks lead to renewed aircraft orders or eased export restrictions, while the Technology Select Sector SPDR Fund and Industrial Select Sector SPDR Fund may benefit from a broader risk-on move into U.S. growth and cyclical names.
However, the explicitly political tone and emphasis on “FAKE NEWS” also raise headline-risk volatility, as any perceived setback in Trump–Xi talks or policy misstep could quickly reverse gains in these individual stocks and sector ETFs. The iShares MSCI China ETF might react positively on hopes of increased U.S. investment and technology collaboration, but it remains highly sensitive to geopolitical tensions and regulatory pushback on both sides, which could limit or negate any rally.
Investors will likely treat the post as an early signal rather than a guarantee, waiting for concrete policy outcomes, trade announcements or company-specific deals before repricing earnings expectations for the named firms. Short-term traders may use the news to speculate on upside in semiconductors and megacap tech, yet institutional money will focus on whether this trip translates into durable changes in tariffs, export controls and market access that could materially impact long-term valuations for the U.S. and China-focused ETFs.
Here are some of the stocks that might be affected:
Apple Inc ((AAPL)),
Boeing Company ((BA)),
Micron Technology ((MU)),
Nvidia Corporation ((NVDA)),
Qualcomm ((QCOM)),
Industrial Select Sector SPDR Fund ((XLI)),
Technology Select Sector SPDR Fund ((XLK)),
iShares MSCI China ETF ((MCHI)).