U.S. stocks are ripping higher as investors bet on potential tariff negotiations, with names like Tesla, Nvidia, and UnitedHealth leading the charge. After last week’s brutal sell-off sparked by Trump’s sweeping trade moves, hopes of a diplomatic off-ramp have triggered a broad relief rally—not just at home, but abroad too. Japan’s Nikkei 225 surged 6% on reports the U.S. might prioritise trade talks with Tokyo, and the FTSE 100 climbed even as traders continue pricing in more pain if tariffs stick.
According to Reuters, traders are cautiously positioning around the idea that “some kind of resolution” could be on the table. Now, markets are watching closely to see which stocks can ride the momentum if diplomacy sticks.
Tesla and Nvidia Lead Big Tech Comeback
Big tech is bouncing back fast. Tesla (TSLA), Meta (META), Amazon (AMZN), and Nvidia (NVDA) all jumped nearly 2% in premarket trading. Apple (AAPL) also clawed back 1.6% after losing 19% in just three days—the kind of drop it hasn’t seen since 2001. Barron’s noted that the rally was driven by dip-buyers betting that tariff talks might ease up. Still, analysts warn this bounce may be more about technicals than confidence.
Health Insurers Pop on Medicare Advantage Update
Elsewhere, insurers are flying. UnitedHealth Group (UNH) rose nearly 6% after the U.S. announced a 5.06% bump in 2026 Medicare Advantage reimbursement rates. That news sent Elevance Health (ELV) and Humana (HUM) higher too. In a note to Reuters, analysts said the revised payments give insurers breathing room after months of pressure from potential rate cuts.
Japan’s Nikkei 225 jumped 6% on reports the U.S. could prioritise trade talks with Tokyo. The FTSE 100 also rallied, despite traders pricing in more pain if tariffs stick
Market Experts Remain Split on What’s Next
The rebound has stirred up plenty of debate. According to a note from IG strategist Yeap Jun Rong, “even the slightest positive news” around tariffs was enough to lift sentiment after such a steep selloff. But Deutsche Bank warned that risks remain elevated across the board, especially with trade policy still in flux and volatility rising in commodities and currency markets. People may be cheering now—but they haven’t forgotten what sparked the selloff in the first place.
For anyone trying to keep up with the action, you can compare all the stocks mentioned—like Tesla, Nvidia, Meta, Apple, UnitedHealth, and Humana—using the TipRanks Stock Comparison tool. It lets you view side-by-side ratings, analyst price targets, hedge fund sentiment, and more, so you can see exactly how Wall Street views each name right now. Just plug in your tickers and you’ll get a full snapshot in seconds.
