Apple Inc.

The analyst believes that the market is underestimating the level of uncertainty in trade relations between the US, China and India

"More decline than growth": Jefferies predicted a 17% decline in Apple's stock price

Tesla, Inc.

Meta Platforms, Inc.

The rise in major U.S. stock indexes followed their worst collapse since April

US stocks opened trading higher after Trump softened trade rhetoric. What's next?

Macquarie Capital advises investors in the PRC market to move into stocks that could benefit from domestic demand stimulus

Citi and JPMorgan cited China's value stocks as a defense against tariff risks

Taiwan Semiconductor Manufacturing Company Limited

JPMorgan Chase & Co.

ASML Holding N.V.

This week, investors are likely to be left in the dark about a number of key US macroeconomic indicators - their publication has been postponed due to the government shutdown that has lasted for 13 days. Data - from import prices and retail sales to wages and jobless claims - are very likely to be excluded from the publication calendar, Yahoo Finance <a href="https://finance.yahoo.com/news/stocks-dip-as-government-shutdown-continues-rare-earths-rally-what-to-watch-this-week-114600627.html#:~:text=In%20the%20week%20ahead%2C%20the%20market%20will%20continue%20to%20fly%20blind%20on%20several%20key%20points%20of%20economic%20data%20that%20would%20normally%20publish%20if%20not%20for%20the%20gridlock%20in%20Washington.%20Figures%20ranging%20from%20import%20prices%20and%20retail%20sales%20to%20hourly%20earnings%20and%20jobless%20claims%20are%20likely%20to%20be%20missing%20from%20the%20calendar.">writes</a>.<br><br>The main macroeconomic release this week for Wall Street was supposed to be the Consumer Price Index (CPI) for September in the U.S. The Bureau of Labor Statistics had planned to publish it on October 15, but <a href="https://www.bloomberg.com/news/articles/2025-10-10/bls-to-publish-september-cpi-report-on-oct-24-despite-shutdown?sref=Y0jVLcFo">postponed</a> it to October 24. To work on it, the agency recalled some employees from vacation. If the report on inflation will be prepared on time, the Fed will receive it before its meeting on interest rates, which is scheduled for October 28-29, <a href="https://www.bloomberg.com/news/articles/2025-10-10/bls-to-publish-september-cpi-report-on-oct-24-despite-shutdown?sref=Y0jVLcFo">notes</a> Bloomberg.

Wall Street bank earnings, ASML and TSMC: what investors need to know this week

Falling Chinese stocks create a buying opportunity, according to Jefferies

Renewed trade war with the U.S. has collapsed Chinese stocks from 10-year highs

US President Donald Trump intends to impose duties on Chinese goods from November 1 in the amount of 100% on top of the duties that are in effect now. He announced this in the Truth Social network.

Trump announced additional duties of 100% on imports from China

Advanced Micro Devices, Inc.

NVIDIA Corporation

More than 420 stocks in the S&amp;P 500 index fell in price Friday, the worst since April

Worst day since April: Trump's threats against China sparked a stock market sell-off

In trading on Oct. 10, the main U.S. stock index, the S&amp;P 500, was down 2% at the moment, the Dow Jones Industrial was down 1.3% and the Nasdaq Composite was losing about 2.5%. The "Magnificent Seven" stock index tracked by Bloomberg lost about 2.3%, and the VIX volatility index, known as a gauge of Wall Street fear, soared 35% to above 22 points. A level above 20 points is considered psychologically important for the VIX: a value less than that suggests low volatility.

U.S. indexes fell the most since April. Trump's threats took traders by surprise

MP Materials Corp.

USA Rare Earth, Inc.

Energy Fuels Inc.

Shares of rare earth metals companies soared on Friday, October 10. MP Materials rose 15%, USA Rare Earth 19%, NioCorp Developments almost 14%, and uranium producer Energy Fuels more than 10%.

Rare earth stocks soar after Trump threatens China with higher tariffs

Among those offering customers such deals is the former company of the U.S. Secretary of Commerce

Wall Street bets on Trump's repeal of duties: funds are buying up rights to reimburse fees

The European Union is planning to raise duties on steel imports to 50%, Bloomberg news agency, which has seen the draft proposal, <a href="https://www.bloomberg.com/news/articles/2025-10-02/eu-to-propose-doubling-tariff-rate-on-steel-imports-to-50?srnd=homepage-europe">reported</a>. The move would equalize the EU rate with duties in the United States.

Bloomberg: EU intends to double duties on steel imports - up to 50%

Merck & Co., Inc.

Pfizer Inc.

Pfizer received a three-year reprieve from 100 percent duties on drug imports in exchange for lower prices

Tariffs